Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Fractal Capital - Opportunities
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%
5.48%
6 Months
0.22%
13.51%
1 Year
−0.22%
1.35%
3 Years
10.30%
13.26%
5 Years
7.32%
—
Since Inception
13.09%
19.28%
Fund Age
9 yrs 5 mo
4 yrs 2 mo
AUM
₹1,137.66 Cr
₹36.17 Cr
Alpha – 1 Year
0.13%
−3.37%
Alpha – 3 Years
1.30%
1.17%
Information Ratio – 3 Years
0.24
0.14
Volatility – 1 Year
15.66%
24.66%
Volatility – 3 Years
13.99%
18.82%
Beta – 1 Year
0.91
1.31
Beta – 3 Years
0.93
1.10
Sharpe Ratio – 1 Year
-0.28
-0.05
Sharpe Ratio – 3 Years
0.40
0.48
Worst Rolling Year
-24.48%
12.70%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−26.89%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 8% · M 16% · S 76%
Number of Stocks
25
24
Portfolio P/E
36.65
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn 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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%