Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Equirus Securities - Long Horizon 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%
5.54%
6 Months
0.22%
29.52%
1 Year
−0.22%
27.35%
3 Years
10.30%
14.30%
5 Years
7.32%
12.28%
Since Inception
13.09%
21.22%
Fund Age
9 yrs 5 mo
9 yrs 10 mo
AUM
₹1,137.66 Cr
₹374.43 Cr
Alpha – 1 Year
0.13%
22.63%
Alpha – 3 Years
1.30%
2.21%
Information Ratio – 3 Years
0.24
0.15
Volatility – 1 Year
15.66%
28.49%
Volatility – 3 Years
13.99%
24.50%
Beta – 1 Year
0.91
1.39
Beta – 3 Years
0.93
1.24
Sharpe Ratio – 1 Year
-0.28
0.80
Sharpe Ratio – 3 Years
0.40
0.46
Worst Rolling Year
-24.48%
-3.89%
Value at Worst Rolling Year
₹0.76 Cr
₹0.96 Cr
Deepest Drawdown
−68.16%
−30.92%
Recovery Period
122 days
484 days
1-Year Rolling Windows Positive
99.28%
98.76%
Median Rolling Year
13.45%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
M 4% · S 95%
Number of Stocks
25
29
Portfolio P/E
36.65
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%