Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
0.53%
6 Months
0.22%
5.22%
1 Year
−0.22%
8.94%
3 Years
10.30%
10.33%
5 Years
7.32%
10.77%
Since Inception
13.09%
10.49%
Fund Age
9 yrs 5 mo
9 yrs 9 mo
AUM
₹1,137.66 Cr
₹67.62 Cr
Alpha – 1 Year
0.13%
−0.44%
Alpha – 3 Years
1.30%
0.76%
Information Ratio – 3 Years
0.24
0.44
Volatility – 1 Year
15.66%
2.31%
Volatility – 3 Years
13.99%
1.38%
Beta – 1 Year
0.91
0.41
Beta – 3 Years
0.93
0.46
Sharpe Ratio – 1 Year
-0.28
1.46
Sharpe Ratio – 3 Years
0.40
3.36
Worst Rolling Year
-24.48%
9.87%
Value at Worst Rolling Year
₹0.76 Cr
₹1.10 Cr
Deepest Drawdown
−68.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
—
Number of Stocks
25
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Others · 99.75%
Government · 0.23%
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%