Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Oro-alpha compounders
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%
2.98%
6 Months
0.22%
−0.13%
1 Year
−0.22%
−2.80%
3 Years
10.30%
13.20%
5 Years
7.32%
—
Since Inception
13.09%
13.51%
Fund Age
9 yrs 5 mo
3 yrs 8 mo
AUM
₹1,137.66 Cr
₹30.6 Cr
Alpha – 1 Year
0.13%
−5.78%
Alpha – 3 Years
1.30%
1.30%
Information Ratio – 3 Years
0.24
0.16
Volatility – 1 Year
15.66%
16.62%
Volatility – 3 Years
13.99%
16.99%
Beta – 1 Year
0.91
0.93
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
-0.28
-0.42
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
-24.48%
13.00%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−20.23%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 44% · M 26% · S 17%
Number of Stocks
25
24
Portfolio P/E
36.65
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%