Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Merisis Multicap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.02%
6 Months
0.22%
14.30%
1 Year
−0.22%
18.52%
3 Years
10.30%
11.27%
5 Years
7.32%
8.98%
Since Inception
13.09%
16.57%
Fund Age
9 yrs 5 mo
6 yrs 6 mo
AUM
₹1,137.66 Cr
₹4.79 Cr
Alpha – 1 Year
0.13%
18.87%
Alpha – 3 Years
1.30%
2.27%
Information Ratio – 3 Years
0.24
0.39
Volatility – 1 Year
15.66%
19.72%
Volatility – 3 Years
13.99%
16.55%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
-0.28
0.68
Sharpe Ratio – 3 Years
0.40
0.41
Worst Rolling Year
-24.48%
3.70%
Value at Worst Rolling Year
₹0.76 Cr
₹1.04 Cr
Deepest Drawdown
−68.16%
−22.25%
Recovery Period
122 days
511 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
10.81%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 4% · S 64%
Number of Stocks
25
9
Portfolio P/E
36.65
13.20
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 · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
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%