Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
1.10%
6 Months
0.22%
9.66%
1 Year
−0.22%
−3.09%
3 Years
10.30%
6.08%
5 Years
7.32%
7.39%
Since Inception
13.09%
14.00%
Fund Age
9 yrs 5 mo
10 yrs 8 mo
AUM
₹1,137.66 Cr
₹23.99 Cr
Alpha – 1 Year
0.13%
−7.81%
Alpha – 3 Years
1.30%
−6.01%
Information Ratio – 3 Years
0.24
-0.36
Volatility – 1 Year
15.66%
26.88%
Volatility – 3 Years
13.99%
21.87%
Beta – 1 Year
0.91
1.39
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
-0.28
-0.19
Sharpe Ratio – 3 Years
0.40
0.19
Worst Rolling Year
-24.48%
-6.71%
Value at Worst Rolling Year
₹0.76 Cr
₹0.93 Cr
Deepest Drawdown
−68.16%
−35.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
97.09%
Median Rolling Year
13.45%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 2% · M 15% · S 82%
Number of Stocks
25
25
Portfolio P/E
36.65
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%