Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.07%
−3.33%
6 Months
0.22%
24.60%
1 Year
−0.22%
7.56%
3 Years
10.30%
20.98%
5 Years
7.32%
—
Since Inception
13.09%
24.10%
Fund Age
9 yrs 5 mo
4 yrs 4 mo
AUM
₹1,137.66 Cr
₹3.89 Cr
Alpha – 1 Year
0.13%
4.58%
Alpha – 3 Years
1.30%
9.08%
Information Ratio – 3 Years
0.24
0.07
Volatility – 1 Year
15.66%
32.74%
Volatility – 3 Years
13.99%
27.24%
Beta – 1 Year
0.91
1.49
Beta – 3 Years
0.93
1.30
Sharpe Ratio – 1 Year
-0.28
0.20
Sharpe Ratio – 3 Years
0.40
0.49
Worst Rolling Year
-24.48%
17.91%
Value at Worst Rolling Year
₹0.76 Cr
₹1.18 Cr
Deepest Drawdown
−68.16%
−34.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
—
Number of Stocks
25
27
Portfolio P/E
36.65
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%