Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
1.04%
6 Months
0.22%
0.68%
1 Year
−0.22%
4.83%
3 Years
10.30%
11.13%
5 Years
7.32%
9.90%
Since Inception
13.09%
12.28%
Fund Age
9 yrs 5 mo
15 yrs 2 mo
AUM
₹1,137.66 Cr
₹29.37 Cr
Alpha – 1 Year
0.13%
0.11%
Alpha – 3 Years
1.30%
−0.96%
Information Ratio – 3 Years
0.24
-0.05
Volatility – 1 Year
15.66%
19.36%
Volatility – 3 Years
13.99%
17.04%
Beta – 1 Year
0.91
1.09
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
0.06
Sharpe Ratio – 3 Years
0.40
0.43
Worst Rolling Year
-24.48%
-9.48%
Value at Worst Rolling Year
₹0.76 Cr
₹0.91 Cr
Deepest Drawdown
−68.16%
−20.50%
Recovery Period
122 days
315 days
1-Year Rolling Windows Positive
99.28%
93.37%
Median Rolling Year
13.45%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 67% · M 13% · S 12%
L 58% · M 7% · S 23%
Number of Stocks
25
23
Portfolio P/E
36.65
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%