Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.05%
6 Months
0.22%
6.73%
1 Year
−0.22%
−2.26%
3 Years
10.30%
32.06%
5 Years
7.32%
—
Since Inception
13.09%
37.04%
Fund Age
9 yrs 5 mo
3 yrs
AUM
₹1,137.66 Cr
₹174.65 Cr
Alpha – 1 Year
0.13%
−5.24%
Alpha – 3 Years
1.30%
20.17%
Information Ratio – 3 Years
0.24
0.81
Volatility – 1 Year
15.66%
26.32%
Volatility – 3 Years
13.99%
22.60%
Beta – 1 Year
0.91
1.14
Beta – 3 Years
0.93
0.69
Sharpe Ratio – 1 Year
-0.28
-0.17
Sharpe Ratio – 3 Years
0.40
1.11
Worst Rolling Year
-24.48%
32.07%
Value at Worst Rolling Year
₹0.76 Cr
₹1.32 Cr
Deepest Drawdown
−68.16%
−30.55%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
33.22%
5-Year Rolling Windows Positive
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%
—
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%
2% / 1% / 0%