Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Purnartha Pratham Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
5.49%
6 Months
0.22%
9.46%
1 Year
−0.22%
17.52%
3 Years
10.30%
14.28%
5 Years
7.32%
9.02%
Since Inception
13.09%
12.49%
Fund Age
9 yrs 5 mo
5 yrs 11 mo
AUM
₹1,137.66 Cr
₹1,633.45 Cr
Alpha – 1 Year
0.13%
12.80%
Alpha – 3 Years
1.30%
2.19%
Information Ratio – 3 Years
0.24
0.28
Volatility – 1 Year
15.66%
23.87%
Volatility – 3 Years
13.99%
18.97%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
-0.28
0.57
Sharpe Ratio – 3 Years
0.40
0.55
Worst Rolling Year
-24.48%
7.21%
Value at Worst Rolling Year
₹0.76 Cr
₹1.07 Cr
Deepest Drawdown
−68.16%
−20.29%
Recovery Period
122 days
549 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 14% · M 11% · S 40%
Number of Stocks
25
—
Portfolio P/E
36.65
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%