Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
0.78%
6 Months
0.22%
11.75%
1 Year
−0.22%
−2.37%
3 Years
10.30%
17.81%
5 Years
7.32%
14.66%
Since Inception
13.09%
18.91%
Fund Age
9 yrs 5 mo
23 yrs 5 mo
AUM
₹1,137.66 Cr
₹3,220.2 Cr
Alpha – 1 Year
0.13%
−5.35%
Alpha – 3 Years
1.30%
5.93%
Information Ratio – 3 Years
0.24
0.54
Volatility – 1 Year
15.66%
21.49%
Volatility – 3 Years
13.99%
20.84%
Beta – 1 Year
0.91
1.07
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
-0.28
-0.27
Sharpe Ratio – 3 Years
0.40
0.64
Worst Rolling Year
-24.48%
-7.44%
Value at Worst Rolling Year
₹0.76 Cr
₹0.93 Cr
Deepest Drawdown
−68.16%
−27.33%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
94.32%
Median Rolling Year
13.45%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 28% · M 48% · S 19%
Number of Stocks
25
27
Portfolio P/E
36.65
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%