Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Composite India - Emerging Star Fund
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%
5.76%
6 Months
0.22%
25.00%
1 Year
−0.22%
17.14%
3 Years
10.30%
16.20%
5 Years
7.32%
15.34%
Since Inception
13.09%
19.60%
Fund Age
9 yrs 5 mo
7 yrs 3 mo
AUM
₹1,137.66 Cr
₹127.23 Cr
Alpha – 1 Year
0.13%
12.42%
Alpha – 3 Years
1.30%
4.43%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
15.66%
23.12%
Volatility – 3 Years
13.99%
20.20%
Beta – 1 Year
0.91
1.18
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
-0.28
0.56
Sharpe Ratio – 3 Years
0.40
0.61
Worst Rolling Year
-24.48%
13.55%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−68.16%
−26.74%
Recovery Period
122 days
143 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 26% · M 19% · S 50%
Number of Stocks
25
101
Portfolio P/E
36.65
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%