Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.17%
6 Months
0.22%
19.62%
1 Year
−0.22%
12.19%
3 Years
10.30%
23.51%
5 Years
7.32%
13.96%
Since Inception
13.09%
23.13%
Fund Age
9 yrs 5 mo
6 yrs 7 mo
AUM
₹1,137.66 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.13%
9.21%
Alpha – 3 Years
1.30%
11.63%
Information Ratio – 3 Years
0.24
0.83
Volatility – 1 Year
15.66%
26.11%
Volatility – 3 Years
13.99%
21.82%
Beta – 1 Year
0.91
1.32
Beta – 3 Years
0.93
1.14
Sharpe Ratio – 1 Year
-0.28
0.33
Sharpe Ratio – 3 Years
0.40
0.83
Worst Rolling Year
-24.48%
12.50%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−24.27%
Recovery Period
122 days
461 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 14% · M 33% · S 52%
Number of Stocks
25
33
Portfolio P/E
36.65
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%