Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Invesco - Challengers
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%
1.41%
6 Months
0.22%
13.18%
1 Year
−0.22%
2.91%
3 Years
10.30%
14.27%
5 Years
7.32%
—
Since Inception
13.09%
11.83%
Fund Age
9 yrs 5 mo
4 yrs 11 mo
AUM
₹1,137.66 Cr
₹31.01 Cr
Alpha – 1 Year
0.13%
−1.81%
Alpha – 3 Years
1.30%
2.18%
Information Ratio – 3 Years
0.24
0.24
Volatility – 1 Year
15.66%
18.67%
Volatility – 3 Years
13.99%
17.11%
Beta – 1 Year
0.91
0.97
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
-0.28
-0.04
Sharpe Ratio – 3 Years
0.40
0.56
Worst Rolling Year
-24.48%
12.64%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−24.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 67% · M 13% · S 12%
L 37% · M 30% · S 33%
Number of Stocks
25
26
Portfolio P/E
36.65
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—