Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Phillip Ethical India 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%
3.05%
6 Months
0.22%
16.92%
1 Year
−0.22%
10.56%
3 Years
10.30%
6.67%
5 Years
7.32%
7.52%
Since Inception
13.09%
10.84%
Fund Age
9 yrs 5 mo
8 yrs 8 mo
AUM
₹1,137.66 Cr
₹10.35 Cr
Alpha – 1 Year
0.13%
5.86%
Alpha – 3 Years
1.30%
−4.55%
Information Ratio – 3 Years
0.24
-0.70
Volatility – 1 Year
15.66%
20.12%
Volatility – 3 Years
13.99%
17.20%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
-0.28
0.33
Sharpe Ratio – 3 Years
0.40
0.11
Worst Rolling Year
-24.48%
4.20%
Value at Worst Rolling Year
₹0.76 Cr
₹1.04 Cr
Deepest Drawdown
−68.16%
−24.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 14% · M 44% · S 40%
Number of Stocks
25
21
Portfolio P/E
36.65
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%