Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
0.22%
2.04%
1 Year
−0.22%
13.04%
3 Years
10.30%
15.74%
5 Years
7.32%
14.15%
Since Inception
13.09%
15.13%
Fund Age
9 yrs 5 mo
14 yrs 1 mo
AUM
₹1,137.66 Cr
₹850.7 Cr
Alpha – 1 Year
0.13%
13.39%
Alpha – 3 Years
1.30%
6.74%
Information Ratio – 3 Years
0.24
1.02
Volatility – 1 Year
15.66%
18.01%
Volatility – 3 Years
13.99%
15.42%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
-0.28
0.48
Sharpe Ratio – 3 Years
0.40
0.76
Worst Rolling Year
-24.48%
-19.06%
Value at Worst Rolling Year
₹0.76 Cr
₹0.81 Cr
Deepest Drawdown
−68.16%
−15.54%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
99.28%
83.40%
Median Rolling Year
13.45%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 67% · M 13% · S 12%
L 53% · M 28% · S 13%
Number of Stocks
25
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%