Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ICICI Prudential - ACE Portfolio
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%
1.50%
6 Months
0.22%
6.39%
1 Year
−0.22%
8.34%
3 Years
10.30%
20.57%
5 Years
7.32%
14.25%
Since Inception
13.09%
14.53%
Fund Age
9 yrs 5 mo
15 yrs 8 mo
AUM
₹1,137.66 Cr
₹1,471.29 Cr
Alpha – 1 Year
0.13%
3.62%
Alpha – 3 Years
1.30%
8.48%
Information Ratio – 3 Years
0.24
1.81
Volatility – 1 Year
15.66%
17.64%
Volatility – 3 Years
13.99%
15.55%
Beta – 1 Year
0.91
1.00
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
-0.28
0.24
Sharpe Ratio – 3 Years
0.40
0.95
Worst Rolling Year
-24.48%
-7.80%
Value at Worst Rolling Year
₹0.76 Cr
₹0.92 Cr
Deepest Drawdown
−68.16%
−18.41%
Recovery Period
122 days
158 days
1-Year Rolling Windows Positive
99.28%
94.89%
Median Rolling Year
13.45%
19.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 49% · M 16% · S 33%
Number of Stocks
25
33
Portfolio P/E
36.65
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
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%
1% / 0% / 0%