Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Magadh - Value for Growth
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%
1.29%
6 Months
0.22%
−4.12%
1 Year
−0.22%
1.97%
3 Years
10.30%
12.30%
5 Years
7.32%
12.28%
Since Inception
13.09%
12.08%
Fund Age
9 yrs 5 mo
5 yrs
AUM
₹1,137.66 Cr
₹27.16 Cr
Alpha – 1 Year
0.13%
−2.75%
Alpha – 3 Years
1.30%
0.21%
Information Ratio – 3 Years
0.24
0.08
Volatility – 1 Year
15.66%
18.26%
Volatility – 3 Years
13.99%
15.26%
Beta – 1 Year
0.91
1.01
Beta – 3 Years
0.93
0.92
Sharpe Ratio – 1 Year
-0.28
-0.09
Sharpe Ratio – 3 Years
0.40
0.53
Worst Rolling Year
-24.48%
12.19%
Value at Worst Rolling Year
₹0.76 Cr
₹1.12 Cr
Deepest Drawdown
−68.16%
−16.54%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 41% · M 28% · S 30%
Number of Stocks
25
27
Portfolio P/E
36.65
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%