Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
5.99%
6 Months
0.22%
26.63%
1 Year
−0.22%
16.86%
3 Years
10.30%
13.24%
5 Years
7.32%
17.56%
Since Inception
13.09%
16.65%
Fund Age
9 yrs 5 mo
10 yrs 1 mo
AUM
₹1,137.66 Cr
₹11.38 Cr
Alpha – 1 Year
0.13%
12.14%
Alpha – 3 Years
1.30%
1.15%
Information Ratio – 3 Years
0.24
0.20
Volatility – 1 Year
15.66%
29.32%
Volatility – 3 Years
13.99%
24.13%
Beta – 1 Year
0.91
1.44
Beta – 3 Years
0.93
1.15
Sharpe Ratio – 1 Year
-0.28
0.48
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
-24.48%
-10.45%
Value at Worst Rolling Year
₹0.76 Cr
₹0.90 Cr
Deepest Drawdown
−68.16%
−32.02%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
89.77%
Median Rolling Year
13.45%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
M 1% · S 95%
Number of Stocks
25
28
Portfolio P/E
36.65
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%