Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Emkay SMID Cap Growth Engine Portfolio
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%
1.20%
6 Months
0.22%
13.72%
1 Year
−0.22%
3.07%
3 Years
10.30%
—
5 Years
7.32%
—
Since Inception
13.09%
−0.94%
Fund Age
9 yrs 5 mo
14 mo
AUM
₹1,137.66 Cr
₹136.71 Cr
Alpha – 1 Year
0.13%
−1.65%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
26.76%
Volatility – 3 Years
13.99%
—
Beta – 1 Year
0.91
1.44
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
0.05
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
−22.05%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
—
Median Rolling Year
13.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
M 20% · S 80%
Number of Stocks
25
—
Portfolio P/E
36.65
—
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—