Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Ambit Investment Advisors - Coffee Can
Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Edelweiss Focused Mid & Small Cap Portfolio Series II
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.29%
6 Months
0.22%
24.50%
1 Year
−0.22%
16.08%
3 Years
10.30%
8.83%
5 Years
7.32%
7.88%
Since Inception
13.09%
9.93%
Fund Age
9 yrs 5 mo
8 yrs 7 mo
AUM
₹1,137.66 Cr
₹6.19 Cr
Alpha – 1 Year
0.13%
16.43%
Alpha – 3 Years
1.30%
−0.16%
Information Ratio – 3 Years
0.24
0.06
Volatility – 1 Year
15.66%
23.83%
Volatility – 3 Years
13.99%
20.97%
Beta – 1 Year
0.91
1.19
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
-0.28
0.51
Sharpe Ratio – 3 Years
0.40
0.26
Worst Rolling Year
-24.48%
-1.14%
Value at Worst Rolling Year
₹0.76 Cr
₹0.99 Cr
Deepest Drawdown
−68.16%
−28.92%
Recovery Period
122 days
458 days
1-Year Rolling Windows Positive
99.28%
98.16%
Median Rolling Year
13.45%
14.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 9% · M 13% · S 77%
Number of Stocks
25
33
Portfolio P/E
36.65
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%