Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Hem Securities - Dynamic Research and Emerging Asset
Ambit Investment Advisors - Coffee Can
Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Hem Securities - Dynamic Research and Emerging Asset
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%
2.22%
6 Months
0.22%
12.93%
1 Year
−0.22%
12.12%
3 Years
10.30%
14.97%
5 Years
7.32%
17.00%
Since Inception
13.09%
21.69%
Fund Age
9 yrs 5 mo
6 yrs 5 mo
AUM
₹1,137.66 Cr
₹192.25 Cr
Alpha – 1 Year
0.13%
8.36%
Alpha – 3 Years
1.30%
4.08%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
15.66%
25.64%
Volatility – 3 Years
13.99%
21.98%
Beta – 1 Year
0.91
1.38
Beta – 3 Years
0.93
1.29
Sharpe Ratio – 1 Year
-0.28
0.36
Sharpe Ratio – 3 Years
0.40
0.51
Worst Rolling Year
-24.48%
14.19%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−68.16%
−24.93%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
24.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
—
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%