Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Ksema - Multicap
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%
0.82%
6 Months
0.22%
2.65%
1 Year
−0.22%
10.76%
3 Years
10.30%
12.77%
5 Years
7.32%
14.58%
Since Inception
13.09%
17.50%
Fund Age
9 yrs 5 mo
7 yrs 7 mo
AUM
₹1,137.66 Cr
₹83.87 Cr
Alpha – 1 Year
0.13%
11.11%
Alpha – 3 Years
1.30%
3.77%
Information Ratio – 3 Years
0.24
0.46
Volatility – 1 Year
15.66%
18.53%
Volatility – 3 Years
13.99%
17.03%
Beta – 1 Year
0.91
1.11
Beta – 3 Years
0.93
1.11
Sharpe Ratio – 1 Year
-0.28
0.36
Sharpe Ratio – 3 Years
0.40
0.48
Worst Rolling Year
-24.48%
12.58%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−20.55%
Recovery Period
122 days
518 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 54% · M 18% · S 28%
Number of Stocks
25
51
Portfolio P/E
36.65
23.77
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%