Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
0.22%
4.45%
1 Year
−0.22%
9.07%
3 Years
10.30%
17.41%
5 Years
7.32%
13.90%
Since Inception
13.09%
12.23%
Fund Age
9 yrs 5 mo
25 yrs 8 mo
AUM
₹1,137.66 Cr
₹1,659.64 Cr
Alpha – 1 Year
0.13%
4.35%
Alpha – 3 Years
1.30%
5.32%
Information Ratio – 3 Years
0.24
1.35
Volatility – 1 Year
15.66%
16.92%
Volatility – 3 Years
13.99%
15.61%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
-0.28
0.28
Sharpe Ratio – 3 Years
0.40
0.78
Worst Rolling Year
-24.48%
-11.28%
Value at Worst Rolling Year
₹0.76 Cr
₹0.89 Cr
Deepest Drawdown
−68.16%
−20.82%
Recovery Period
122 days
521 days
1-Year Rolling Windows Positive
99.28%
89.60%
Median Rolling Year
13.45%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 67% · M 13% · S 12%
L 58% · M 17% · S 24%
Number of Stocks
25
37
Portfolio P/E
36.65
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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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%