Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
6.10%
6 Months
0.22%
8.11%
1 Year
−0.22%
−2.73%
3 Years
10.30%
11.42%
5 Years
7.32%
12.09%
Since Inception
13.09%
13.75%
Fund Age
9 yrs 5 mo
5 yrs 5 mo
AUM
₹1,137.66 Cr
₹205.48 Cr
Alpha – 1 Year
0.13%
−5.71%
Alpha – 3 Years
1.30%
−0.47%
Information Ratio – 3 Years
0.24
-0.07
Volatility – 1 Year
15.66%
23.93%
Volatility – 3 Years
13.99%
22.69%
Beta – 1 Year
0.91
1.24
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
-0.28
-0.23
Sharpe Ratio – 3 Years
0.40
0.35
Worst Rolling Year
-24.48%
11.05%
Value at Worst Rolling Year
₹0.76 Cr
₹1.11 Cr
Deepest Drawdown
−68.16%
−29.75%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 28% · M 36% · S 34%
Number of Stocks
25
29
Portfolio P/E
36.65
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%