Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.10%
6 Months
0.22%
4.24%
1 Year
−0.22%
17.00%
3 Years
10.30%
21.79%
5 Years
7.32%
20.77%
Since Inception
13.09%
20.65%
Fund Age
9 yrs 5 mo
5 yrs
AUM
₹1,137.66 Cr
₹88.27 Cr
Alpha – 1 Year
0.13%
12.28%
Alpha – 3 Years
1.30%
9.70%
Information Ratio – 3 Years
0.24
1.38
Volatility – 1 Year
15.66%
20.96%
Volatility – 3 Years
13.99%
18.52%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
-0.28
0.60
Sharpe Ratio – 3 Years
0.40
1.04
Worst Rolling Year
-24.48%
21.72%
Value at Worst Rolling Year
₹0.76 Cr
₹1.22 Cr
Deepest Drawdown
−68.16%
−18.76%
Recovery Period
122 days
428 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 19% · M 45% · S 35%
Number of Stocks
25
25
Portfolio P/E
36.65
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%