Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
3.56%
6 Months
0.22%
14.31%
1 Year
−0.22%
23.04%
3 Years
10.30%
17.41%
5 Years
7.32%
14.44%
Since Inception
13.09%
16.04%
Fund Age
9 yrs 5 mo
5 yrs 2 mo
AUM
₹1,137.66 Cr
₹246.55 Cr
Alpha – 1 Year
0.13%
18.32%
Alpha – 3 Years
1.30%
5.32%
Information Ratio – 3 Years
0.24
0.69
Volatility – 1 Year
15.66%
16.66%
Volatility – 3 Years
13.99%
14.65%
Beta – 1 Year
0.91
0.91
Beta – 3 Years
0.93
0.83
Sharpe Ratio – 1 Year
-0.28
1.02
Sharpe Ratio – 3 Years
0.40
0.82
Worst Rolling Year
-24.48%
13.49%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−17.20%
Recovery Period
122 days
198 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 31% · M 25% · S 41%
Number of Stocks
25
33
Portfolio P/E
36.65
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%