Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
−0.03%
6 Months
0.22%
1.95%
1 Year
−0.22%
9.19%
3 Years
10.30%
16.93%
5 Years
7.32%
11.74%
Since Inception
13.09%
12.55%
Fund Age
9 yrs 5 mo
7 yrs 3 mo
AUM
₹1,137.66 Cr
₹17.39 Cr
Alpha – 1 Year
0.13%
9.54%
Alpha – 3 Years
1.30%
7.93%
Information Ratio – 3 Years
0.24
0.83
Volatility – 1 Year
15.66%
16.46%
Volatility – 3 Years
13.99%
13.48%
Beta – 1 Year
0.91
0.82
Beta – 3 Years
0.93
0.74
Sharpe Ratio – 1 Year
-0.28
0.29
Sharpe Ratio – 3 Years
0.40
0.84
Worst Rolling Year
-24.48%
3.01%
Value at Worst Rolling Year
₹0.76 Cr
₹1.03 Cr
Deepest Drawdown
−68.16%
−16.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 27% · M 18% · S 26%
Number of Stocks
25
53
Portfolio P/E
36.65
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%