Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
5.38%
6 Months
0.22%
7.13%
1 Year
−0.22%
11.04%
3 Years
10.30%
7.66%
5 Years
7.32%
8.70%
Since Inception
13.09%
14.13%
Fund Age
9 yrs 5 mo
6 yrs 10 mo
AUM
₹1,137.66 Cr
₹3.45 Cr
Alpha – 1 Year
0.13%
8.06%
Alpha – 3 Years
1.30%
−4.24%
Information Ratio – 3 Years
0.24
-0.53
Volatility – 1 Year
15.66%
15.44%
Volatility – 3 Years
13.99%
15.96%
Beta – 1 Year
0.91
0.84
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
-0.28
0.40
Sharpe Ratio – 3 Years
0.40
0.20
Worst Rolling Year
-24.48%
3.12%
Value at Worst Rolling Year
₹0.76 Cr
₹1.03 Cr
Deepest Drawdown
−68.16%
−27.30%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 64% · M 36%
Number of Stocks
25
23
Portfolio P/E
36.65
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%