Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
0.50%
6 Months
0.22%
2.02%
1 Year
−0.22%
0.60%
3 Years
10.30%
8.21%
5 Years
7.32%
5.75%
Since Inception
13.09%
9.73%
Fund Age
9 yrs 5 mo
6 yrs
AUM
₹1,137.66 Cr
₹128.19 Cr
Alpha – 1 Year
0.13%
1.03%
Alpha – 3 Years
1.30%
−0.36%
Information Ratio – 3 Years
0.24
0.12
Volatility – 1 Year
15.66%
19.24%
Volatility – 3 Years
13.99%
14.76%
Beta – 1 Year
0.91
1.13
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
-0.28
-0.16
Sharpe Ratio – 3 Years
0.40
0.24
Worst Rolling Year
-24.48%
0.20%
Value at Worst Rolling Year
₹0.76 Cr
₹1.00 Cr
Deepest Drawdown
−68.16%
−18.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
98.09%
Median Rolling Year
13.45%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%