Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Citrus -Sector Leaders Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
2.91%
6 Months
0.22%
4.40%
1 Year
−0.22%
7.01%
3 Years
10.30%
10.97%
5 Years
7.32%
—
Since Inception
13.09%
10.85%
Fund Age
9 yrs 5 mo
3 yrs
AUM
₹1,137.66 Cr
₹47.29 Cr
Alpha – 1 Year
0.13%
7.36%
Alpha – 3 Years
1.30%
1.97%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
—
Volatility – 3 Years
13.99%
—
Beta – 1 Year
0.91
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
—
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
99.28%
—
Median Rolling Year
13.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 76% · M 4% · S 18%
Number of Stocks
25
—
Portfolio P/E
36.65
—
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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—