Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Invesco - Caterpillar
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
5.09%
6 Months
0.22%
12.77%
1 Year
−0.22%
18.71%
3 Years
10.30%
16.31%
5 Years
7.32%
16.50%
Since Inception
13.09%
12.31%
Fund Age
9 yrs 5 mo
20 yrs 2 mo
AUM
₹1,137.66 Cr
₹81.03 Cr
Alpha – 1 Year
0.13%
13.99%
Alpha – 3 Years
1.30%
4.22%
Information Ratio – 3 Years
0.24
0.46
Volatility – 1 Year
15.66%
18.60%
Volatility – 3 Years
13.99%
18.73%
Beta – 1 Year
0.91
0.98
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
-0.28
0.73
Sharpe Ratio – 3 Years
0.40
0.63
Worst Rolling Year
-24.48%
-17.65%
Value at Worst Rolling Year
₹0.76 Cr
₹0.82 Cr
Deepest Drawdown
−68.16%
−25.73%
Recovery Period
122 days
498 days
1-Year Rolling Windows Positive
99.28%
76.16%
Median Rolling Year
13.45%
14.50%
5-Year Rolling Windows Positive
100.00%
86.34%
Market-Cap Mix
L 67% · M 13% · S 12%
L 18% · M 28% · S 49%
Number of Stocks
25
23
Portfolio P/E
36.65
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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