Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Estee-I-Alpha
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%
−0.25%
6 Months
0.22%
3.36%
1 Year
−0.22%
7.71%
3 Years
10.30%
10.42%
5 Years
7.32%
9.09%
Since Inception
13.09%
10.42%
Fund Age
9 yrs 5 mo
16 yrs 11 mo
AUM
₹1,137.66 Cr
₹257.93 Cr
Alpha – 1 Year
0.13%
0.40%
Alpha – 3 Years
1.30%
2.97%
Information Ratio – 3 Years
0.24
2.62
Volatility – 1 Year
15.66%
1.99%
Volatility – 3 Years
13.99%
1.94%
Beta – 1 Year
0.91
0.35
Beta – 3 Years
0.93
0.35
Sharpe Ratio – 1 Year
-0.28
1.45
Sharpe Ratio – 3 Years
0.40
3.79
Worst Rolling Year
-24.48%
7.00%
Value at Worst Rolling Year
₹0.76 Cr
₹1.07 Cr
Deepest Drawdown
−68.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%
0% / 0% / 0%