Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.07%
2.10%
6 Months
0.22%
29.13%
1 Year
−0.22%
20.96%
3 Years
10.30%
17.22%
5 Years
7.32%
—
Since Inception
13.09%
23.59%
Fund Age
9 yrs 5 mo
3 yrs 7 mo
AUM
₹1,137.66 Cr
₹147.56 Cr
Alpha – 1 Year
0.13%
16.24%
Alpha – 3 Years
1.30%
5.13%
Information Ratio – 3 Years
0.24
0.33
Volatility – 1 Year
15.66%
30.80%
Volatility – 3 Years
13.99%
25.65%
Beta – 1 Year
0.91
1.54
Beta – 3 Years
0.93
1.41
Sharpe Ratio – 1 Year
-0.28
0.58
Sharpe Ratio – 3 Years
0.40
0.54
Worst Rolling Year
-24.48%
15.38%
Value at Worst Rolling Year
₹0.76 Cr
₹1.15 Cr
Deepest Drawdown
−68.16%
−28.52%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 63% · M 11% · S 17%
Number of Stocks
25
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%