Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
−0.10%
6 Months
0.22%
6.51%
1 Year
−0.22%
15.14%
3 Years
10.30%
23.23%
5 Years
7.32%
23.21%
Since Inception
13.09%
29.55%
Fund Age
9 yrs 5 mo
6 yrs 6 mo
AUM
₹1,137.66 Cr
₹66.34 Cr
Alpha – 1 Year
0.13%
10.42%
Alpha – 3 Years
1.30%
11.14%
Information Ratio – 3 Years
0.24
1.31
Volatility – 1 Year
15.66%
19.62%
Volatility – 3 Years
13.99%
17.58%
Beta – 1 Year
0.91
1.01
Beta – 3 Years
0.93
1.01
Sharpe Ratio – 1 Year
-0.28
0.54
Sharpe Ratio – 3 Years
0.40
0.98
Worst Rolling Year
-24.48%
23.09%
Value at Worst Rolling Year
₹0.76 Cr
₹1.23 Cr
Deepest Drawdown
−68.16%
−16.37%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%