Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ORO-Alpha Value
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
0.44%
6 Months
0.22%
5.47%
1 Year
−0.22%
6.35%
3 Years
10.30%
—
5 Years
7.32%
—
Since Inception
13.09%
6.04%
Fund Age
9 yrs 5 mo
3 yrs 8 mo
AUM
₹1,137.66 Cr
₹1.28 Cr
Alpha – 1 Year
0.13%
3.37%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
17.26%
Volatility – 3 Years
13.99%
15.80%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
0.12
Sharpe Ratio – 3 Years
0.40
0.10
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
−17.83%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
—
Median Rolling Year
13.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 42% · M 17% · S 27%
Number of Stocks
25
24
Portfolio P/E
36.65
39.38
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 · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%