Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
MoneyGrow Asset--Bespoke
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%
4.54%
6 Months
0.22%
22.22%
1 Year
−0.22%
18.30%
3 Years
10.30%
15.67%
5 Years
7.32%
—
Since Inception
13.09%
20.11%
Fund Age
9 yrs 5 mo
3 yrs 4 mo
AUM
₹1,137.66 Cr
₹135.39 Cr
Alpha – 1 Year
0.13%
11.45%
Alpha – 3 Years
1.30%
4.63%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
34.13%
Volatility – 3 Years
13.99%
22.86%
Beta – 1 Year
0.91
2.68
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
0.49
Sharpe Ratio – 3 Years
0.40
0.52
Worst Rolling Year
-24.48%
12.96%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−27.31%
Recovery Period
122 days
77 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
15.16%
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%
—
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%
3% / 2% / 1%