Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
2.33%
6 Months
0.22%
5.53%
1 Year
−0.22%
9.60%
3 Years
10.30%
6.75%
5 Years
7.32%
7.07%
Since Inception
13.09%
13.02%
Fund Age
9 yrs 5 mo
14 yrs 9 mo
AUM
₹1,137.66 Cr
₹179.27 Cr
Alpha – 1 Year
0.13%
9.95%
Alpha – 3 Years
1.30%
−2.25%
Information Ratio – 3 Years
0.24
-0.39
Volatility – 1 Year
15.66%
17.14%
Volatility – 3 Years
13.99%
14.92%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
0.31
Sharpe Ratio – 3 Years
0.40
0.15
Worst Rolling Year
-24.48%
-6.19%
Value at Worst Rolling Year
₹0.76 Cr
₹0.94 Cr
Deepest Drawdown
−68.16%
−21.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
95.53%
Median Rolling Year
13.45%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 67% · M 13% · S 12%
L 69% · M 12% · S 15%
Number of Stocks
25
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—