Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Quest Investment Managers – Flagship
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%
6.42%
6 Months
0.22%
15.63%
1 Year
−0.22%
0.27%
3 Years
10.30%
12.69%
5 Years
7.32%
8.81%
Since Inception
13.09%
15.48%
Fund Age
9 yrs 5 mo
18 yrs 10 mo
AUM
₹1,137.66 Cr
₹406.27 Cr
Alpha – 1 Year
0.13%
−4.45%
Alpha – 3 Years
1.30%
0.61%
Information Ratio – 3 Years
0.24
0.21
Volatility – 1 Year
15.66%
22.89%
Volatility – 3 Years
13.99%
19.09%
Beta – 1 Year
0.91
1.13
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
-0.28
-0.11
Sharpe Ratio – 3 Years
0.40
0.45
Worst Rolling Year
-24.48%
-10.83%
Value at Worst Rolling Year
₹0.76 Cr
₹0.89 Cr
Deepest Drawdown
−68.16%
−31.17%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
91.19%
Median Rolling Year
13.45%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 28% · M 26% · S 45%
Number of Stocks
25
29
Portfolio P/E
36.65
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%