Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.42%
6 Months
0.22%
4.79%
1 Year
−0.22%
−0.59%
3 Years
10.30%
11.57%
5 Years
7.32%
13.86%
Since Inception
13.09%
15.96%
Fund Age
9 yrs 5 mo
5 yrs 5 mo
AUM
₹1,137.66 Cr
₹45.81 Cr
Alpha – 1 Year
0.13%
−5.31%
Alpha – 3 Years
1.30%
−0.52%
Information Ratio – 3 Years
0.24
-0.06
Volatility – 1 Year
15.66%
21.96%
Volatility – 3 Years
13.99%
17.35%
Beta – 1 Year
0.91
1.19
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
-0.16
Sharpe Ratio – 3 Years
0.40
0.42
Worst Rolling Year
-24.48%
10.84%
Value at Worst Rolling Year
₹0.76 Cr
₹1.11 Cr
Deepest Drawdown
−68.16%
−22.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 23% · M 4% · S 73%
Number of Stocks
25
16
Portfolio P/E
36.65
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%