Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
0.22%
0.32%
1 Year
−0.22%
1.03%
3 Years
10.30%
14.82%
5 Years
7.32%
11.82%
Since Inception
13.09%
13.07%
Fund Age
9 yrs 5 mo
5 yrs 2 mo
AUM
₹1,137.66 Cr
₹56.08 Cr
Alpha – 1 Year
0.13%
−1.95%
Alpha – 3 Years
1.30%
2.94%
Information Ratio – 3 Years
0.24
0.18
Volatility – 1 Year
15.66%
13.89%
Volatility – 3 Years
13.99%
18.35%
Beta – 1 Year
0.91
0.75
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
-0.25
Sharpe Ratio – 3 Years
0.40
0.55
Worst Rolling Year
-24.48%
12.65%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 38% · M 29% · S 24%
Number of Stocks
25
37
Portfolio P/E
36.65
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%