Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
−0.04%
6 Months
0.22%
−3.71%
1 Year
−0.22%
−1.23%
3 Years
10.30%
7.88%
5 Years
7.32%
5.71%
Since Inception
13.09%
9.28%
Fund Age
9 yrs 5 mo
7 yrs 1 mo
AUM
₹1,137.66 Cr
₹2.48 Cr
Alpha – 1 Year
0.13%
−5.95%
Alpha – 3 Years
1.30%
−4.21%
Information Ratio – 3 Years
0.24
-1.27
Volatility – 1 Year
15.66%
17.16%
Volatility – 3 Years
13.99%
14.17%
Beta – 1 Year
0.91
0.98
Beta – 3 Years
0.93
0.90
Sharpe Ratio – 1 Year
-0.28
-0.29
Sharpe Ratio – 3 Years
0.40
0.17
Worst Rolling Year
-24.48%
5.24%
Value at Worst Rolling Year
₹0.76 Cr
₹1.05 Cr
Deepest Drawdown
−68.16%
−16.54%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 92% · M 4%
Number of Stocks
25
26
Portfolio P/E
36.65
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%