Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.44%
6 Months
0.22%
14.84%
1 Year
−0.22%
−4.03%
3 Years
10.30%
5.65%
5 Years
7.32%
—
Since Inception
13.09%
11.22%
Fund Age
9 yrs 5 mo
3 yrs 7 mo
AUM
₹1,137.66 Cr
₹83.14 Cr
Alpha – 1 Year
0.13%
−3.68%
Alpha – 3 Years
1.30%
−3.35%
Information Ratio – 3 Years
0.24
-0.26
Volatility – 1 Year
15.66%
22.60%
Volatility – 3 Years
13.99%
18.97%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
-0.28
-0.31
Sharpe Ratio – 3 Years
0.40
0.11
Worst Rolling Year
-24.48%
4.98%
Value at Worst Rolling Year
₹0.76 Cr
₹1.05 Cr
Deepest Drawdown
−68.16%
−33.20%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 9% · M 28% · S 60%
Number of Stocks
25
27
Portfolio P/E
36.65
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%