Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.15%
6 Months
0.22%
18.21%
1 Year
−0.22%
19.11%
3 Years
10.30%
23.58%
5 Years
7.32%
18.40%
Since Inception
13.09%
13.93%
Fund Age
9 yrs 5 mo
11 yrs 4 mo
AUM
₹1,137.66 Cr
₹13.37 Cr
Alpha – 1 Year
0.13%
16.13%
Alpha – 3 Years
1.30%
11.69%
Information Ratio – 3 Years
0.24
1.24
Volatility – 1 Year
15.66%
18.18%
Volatility – 3 Years
13.99%
17.99%
Beta – 1 Year
0.91
0.94
Beta – 3 Years
0.93
1.01
Sharpe Ratio – 1 Year
-0.28
0.75
Sharpe Ratio – 3 Years
0.40
0.97
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
−20.05%
Recovery Period
122 days
162 days
1-Year Rolling Windows Positive
99.28%
—
Median Rolling Year
13.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 27% · M 15% · S 55%
Number of Stocks
25
32
Portfolio P/E
36.65
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%