Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
0.22%
0.28%
1 Year
−0.22%
2.14%
3 Years
10.30%
10.02%
5 Years
7.32%
13.15%
Since Inception
13.09%
11.46%
Fund Age
9 yrs 5 mo
8 yrs 7 mo
AUM
₹1,137.66 Cr
₹585.94 Cr
Alpha – 1 Year
0.13%
2.49%
Alpha – 3 Years
1.30%
1.02%
Information Ratio – 3 Years
0.24
0.18
Volatility – 1 Year
15.66%
16.38%
Volatility – 3 Years
13.99%
14.42%
Beta – 1 Year
0.91
1.00
Beta – 3 Years
0.93
0.96
Sharpe Ratio – 1 Year
-0.28
-0.13
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
-24.48%
3.37%
Value at Worst Rolling Year
₹0.76 Cr
₹1.03 Cr
Deepest Drawdown
−68.16%
−17.04%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 65% · M 26% · S 8%
Number of Stocks
25
31
Portfolio P/E
36.65
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%