Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Eklavya Equity
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%
−0.98%
6 Months
0.22%
4.93%
1 Year
−0.22%
−0.37%
3 Years
10.30%
—
5 Years
7.32%
—
Since Inception
13.09%
4.91%
Fund Age
9 yrs 5 mo
2 yrs 1 mo
AUM
₹1,137.66 Cr
₹8 Cr
Alpha – 1 Year
0.13%
−0.02%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
12.93%
Volatility – 3 Years
13.99%
—
Beta – 1 Year
0.91
0.72
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
-0.38
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-24.48%
6.09%
Value at Worst Rolling Year
₹0.76 Cr
₹1.06 Cr
Deepest Drawdown
−68.16%
−12.49%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 23% · M 8% · S 36%
Number of Stocks
25
30
Portfolio P/E
36.65
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%