Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Profusion Multi Strategy PMS
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%
0.32%
6 Months
0.22%
4.47%
1 Year
−0.22%
−9.70%
3 Years
10.30%
—
5 Years
7.32%
—
Since Inception
13.09%
13.40%
Fund Age
9 yrs 5 mo
2 yrs 8 mo
AUM
₹1,137.66 Cr
₹11.72 Cr
Alpha – 1 Year
0.13%
−4.20%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
15.66%
9.16%
Volatility – 3 Years
13.99%
—
Beta – 1 Year
0.91
0.51
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.28
-1.67
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
-24.48%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−68.16%
−14.15%
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 17% · M 21% · S 9%
Number of Stocks
25
—
Portfolio P/E
36.65
—
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%