Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs NARNOLIA LARGE CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
NARNOLIA LARGE CAP STRATEGY
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%
−1.51%
6 Months
0.22%
−2.49%
1 Year
−0.22%
1.85%
3 Years
10.30%
12.22%
5 Years
7.32%
8.68%
Since Inception
13.09%
15.27%
Fund Age
9 yrs 5 mo
14 yrs 5 mo
AUM
₹1,137.66 Cr
₹116.22 Cr
Alpha – 1 Year
0.13%
2.20%
Alpha – 3 Years
1.30%
3.22%
Information Ratio – 3 Years
0.24
0.70
Volatility – 1 Year
15.66%
18.13%
Volatility – 3 Years
13.99%
15.25%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
-0.28
-0.09
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
-24.48%
-2.08%
Value at Worst Rolling Year
₹0.76 Cr
₹0.98 Cr
Deepest Drawdown
−68.16%
−15.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
99.45%
Median Rolling Year
13.45%
15.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 86% · M 7% · S 3%
Number of Stocks
25
21
Portfolio P/E
36.65
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%