Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
1.80%
6 Months
0.22%
2.80%
1 Year
−0.22%
4.89%
3 Years
10.30%
12.23%
5 Years
7.32%
10.64%
Since Inception
13.09%
8.93%
Fund Age
9 yrs 5 mo
12 yrs
AUM
₹1,137.66 Cr
₹134.76 Cr
Alpha – 1 Year
0.13%
−1.08%
Alpha – 3 Years
1.30%
1.34%
Information Ratio – 3 Years
0.24
0.07
Volatility – 1 Year
15.66%
10.79%
Volatility – 3 Years
13.99%
9.62%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
1.10
Sharpe Ratio – 1 Year
-0.28
-0.01
Sharpe Ratio – 3 Years
0.40
0.69
Worst Rolling Year
-24.48%
0.05%
Value at Worst Rolling Year
₹0.76 Cr
₹1.00 Cr
Deepest Drawdown
−68.16%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
99.28%
99.79%
Median Rolling Year
13.45%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 50% · M 11% · S 8%
Number of Stocks
25
33
Portfolio P/E
36.65
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –