Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
MOAT - Emerging Moat
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%
2.64%
6 Months
0.22%
5.29%
1 Year
−0.22%
2.64%
3 Years
10.30%
8.64%
5 Years
7.32%
—
Since Inception
13.09%
12.31%
Fund Age
9 yrs 5 mo
3 yrs 11 mo
AUM
₹1,137.66 Cr
₹56.94 Cr
Alpha – 1 Year
0.13%
−2.08%
Alpha – 3 Years
1.30%
−3.45%
Information Ratio – 3 Years
0.24
-0.33
Volatility – 1 Year
15.66%
19.56%
Volatility – 3 Years
13.99%
17.76%
Beta – 1 Year
0.91
1.08
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
-0.28
-0.05
Sharpe Ratio – 3 Years
0.40
0.31
Worst Rolling Year
-24.48%
8.64%
Value at Worst Rolling Year
₹0.76 Cr
₹1.09 Cr
Deepest Drawdown
−68.16%
−25.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%