Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
2.85%
6 Months
0.22%
22.81%
1 Year
−0.22%
15.74%
3 Years
10.30%
19.34%
5 Years
7.32%
—
Since Inception
13.09%
24.49%
Fund Age
9 yrs 5 mo
3 yrs 3 mo
AUM
₹1,137.66 Cr
₹446.96 Cr
Alpha – 1 Year
0.13%
11.02%
Alpha – 3 Years
1.30%
7.25%
Information Ratio – 3 Years
0.24
0.86
Volatility – 1 Year
15.66%
23.09%
Volatility – 3 Years
13.99%
17.79%
Beta – 1 Year
0.91
1.11
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
-0.28
0.51
Sharpe Ratio – 3 Years
0.40
0.79
Worst Rolling Year
-24.48%
19.32%
Value at Worst Rolling Year
₹0.76 Cr
₹1.19 Cr
Deepest Drawdown
−68.16%
−18.72%
Recovery Period
122 days
46 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 19% · S 80%
Number of Stocks
25
30
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%
—
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—