Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
6.28%
6 Months
0.22%
16.32%
1 Year
−0.22%
11.67%
3 Years
10.30%
19.26%
5 Years
7.32%
13.96%
Since Inception
13.09%
16.00%
Fund Age
9 yrs 5 mo
12 yrs
AUM
₹1,137.66 Cr
₹725.3 Cr
Alpha – 1 Year
0.13%
6.95%
Alpha – 3 Years
1.30%
7.18%
Information Ratio – 3 Years
0.24
0.87
Volatility – 1 Year
15.66%
21.97%
Volatility – 3 Years
13.99%
19.77%
Beta – 1 Year
0.91
1.15
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
-0.28
0.37
Sharpe Ratio – 3 Years
0.40
0.73
Worst Rolling Year
-24.48%
-10.23%
Value at Worst Rolling Year
₹0.76 Cr
₹0.90 Cr
Deepest Drawdown
−68.16%
−25.02%
Recovery Period
122 days
525 days
1-Year Rolling Windows Positive
99.28%
93.09%
Median Rolling Year
13.45%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 29% · M 26% · S 42%
Number of Stocks
25
34
Portfolio P/E
36.65
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%