Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.88%
6 Months
0.22%
18.21%
1 Year
−0.22%
11.44%
3 Years
10.30%
9.27%
5 Years
7.32%
10.90%
Since Inception
13.09%
13.08%
Fund Age
9 yrs 5 mo
9 yrs
AUM
₹1,137.66 Cr
₹29.3 Cr
Alpha – 1 Year
0.13%
6.74%
Alpha – 3 Years
1.30%
−1.95%
Information Ratio – 3 Years
0.24
-0.21
Volatility – 1 Year
15.66%
23.26%
Volatility – 3 Years
13.99%
18.09%
Beta – 1 Year
0.91
1.21
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
-0.28
0.35
Sharpe Ratio – 3 Years
0.40
0.32
Worst Rolling Year
-24.48%
0.11%
Value at Worst Rolling Year
₹0.76 Cr
₹1.00 Cr
Deepest Drawdown
−68.16%
−21.53%
Recovery Period
122 days
436 days
1-Year Rolling Windows Positive
99.28%
99.73%
Median Rolling Year
13.45%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 6% · M 32% · S 55%
Number of Stocks
25
23
Portfolio P/E
36.65
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%