Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
0.18%
6 Months
0.22%
2.87%
1 Year
−0.22%
3.77%
3 Years
10.30%
6.69%
5 Years
7.32%
6.74%
Since Inception
13.09%
10.62%
Fund Age
9 yrs 5 mo
12 yrs 1 mo
AUM
₹1,137.66 Cr
₹61.33 Cr
Alpha – 1 Year
0.13%
−5.66%
Alpha – 3 Years
1.30%
−3.03%
Information Ratio – 3 Years
0.24
-1.20
Volatility – 1 Year
15.66%
3.14%
Volatility – 3 Years
13.99%
2.07%
Beta – 1 Year
0.91
-0.20
Beta – 3 Years
0.93
-0.08
Sharpe Ratio – 1 Year
-0.28
-0.40
Sharpe Ratio – 3 Years
0.40
0.62
Worst Rolling Year
-24.48%
-3.43%
Value at Worst Rolling Year
₹0.76 Cr
₹0.97 Cr
Deepest Drawdown
−68.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
99.28%
99.16%
Median Rolling Year
13.45%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
—
Number of Stocks
25
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%