Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
−1.86%
6 Months
0.22%
0.50%
1 Year
−0.22%
6.34%
3 Years
10.30%
19.74%
5 Years
7.32%
16.62%
Since Inception
13.09%
20.10%
Fund Age
9 yrs 5 mo
6 yrs 1 mo
AUM
₹1,137.66 Cr
₹56.91 Cr
Alpha – 1 Year
0.13%
1.64%
Alpha – 3 Years
1.30%
7.64%
Information Ratio – 3 Years
0.24
0.90
Volatility – 1 Year
15.66%
16.52%
Volatility – 3 Years
13.99%
17.18%
Beta – 1 Year
0.91
0.89
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
-0.28
0.14
Sharpe Ratio – 3 Years
0.40
0.84
Worst Rolling Year
-24.48%
18.93%
Value at Worst Rolling Year
₹0.76 Cr
₹1.19 Cr
Deepest Drawdown
−68.16%
−18.72%
Recovery Period
122 days
245 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 59% · M 40%
Number of Stocks
25
20
Portfolio P/E
36.65
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%