Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
0.22%
2.17%
1 Year
−0.22%
7.07%
3 Years
10.30%
15.12%
5 Years
7.32%
—
Since Inception
13.09%
19.80%
Fund Age
9 yrs 5 mo
7 yrs 3 mo
AUM
₹1,137.66 Cr
₹7.19 Cr
Alpha – 1 Year
0.13%
7.50%
Alpha – 3 Years
1.30%
6.56%
Information Ratio – 3 Years
0.24
1.22
Volatility – 1 Year
15.66%
19.38%
Volatility – 3 Years
13.99%
16.31%
Beta – 1 Year
0.91
1.18
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
-0.28
0.17
Sharpe Ratio – 3 Years
0.40
0.62
Worst Rolling Year
-24.48%
14.31%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−68.16%
−17.66%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 73% · M 25%
Number of Stocks
25
100
Portfolio P/E
36.65
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –