Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
5.13%
6 Months
0.22%
16.71%
1 Year
−0.22%
27.85%
3 Years
10.30%
—
5 Years
7.32%
—
Since Inception
13.09%
26.02%
Fund Age
9 yrs 5 mo
2 yrs 6 mo
AUM
₹1,137.66 Cr
₹177.44 Cr
Alpha – 1 Year
0.13%
23.13%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
22.56%
Volatility – 3 Years
13.99%
—
Beta – 1 Year
0.91
0.79
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
0.96
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
−8.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
—
Median Rolling Year
13.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 6% · M 15% · S 32%
Number of Stocks
25
18
Portfolio P/E
36.65
22.34
Top 5 Holdings
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%