Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Phillip Capital - Signature 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%
3.08%
6 Months
0.22%
14.24%
1 Year
−0.22%
9.21%
3 Years
10.30%
8.31%
5 Years
7.32%
7.74%
Since Inception
13.09%
11.80%
Fund Age
9 yrs 5 mo
10 yrs 3 mo
AUM
₹1,137.66 Cr
₹251.07 Cr
Alpha – 1 Year
0.13%
4.51%
Alpha – 3 Years
1.30%
−2.91%
Information Ratio – 3 Years
0.24
-0.50
Volatility – 1 Year
15.66%
21.09%
Volatility – 3 Years
13.99%
15.86%
Beta – 1 Year
0.91
1.13
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
-0.28
0.27
Sharpe Ratio – 3 Years
0.40
0.26
Worst Rolling Year
-24.48%
-3.45%
Value at Worst Rolling Year
₹0.76 Cr
₹0.97 Cr
Deepest Drawdown
−68.16%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
99.28%
97.82%
Median Rolling Year
13.45%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 30% · M 32% · S 34%
Number of Stocks
25
28
Portfolio P/E
36.65
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%