Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
0.22%
8.08%
1 Year
−0.22%
10.16%
3 Years
10.30%
15.60%
5 Years
7.32%
—
Since Inception
13.09%
19.84%
Fund Age
9 yrs 5 mo
6 yrs 11 mo
AUM
₹1,137.66 Cr
₹3.18 Cr
Alpha – 1 Year
0.13%
7.18%
Alpha – 3 Years
1.30%
3.72%
Information Ratio – 3 Years
0.24
0.60
Volatility – 1 Year
15.66%
19.93%
Volatility – 3 Years
13.99%
18.09%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
1.14
Sharpe Ratio – 1 Year
-0.28
0.31
Sharpe Ratio – 3 Years
0.40
0.60
Worst Rolling Year
-24.48%
14.68%
Value at Worst Rolling Year
₹0.76 Cr
₹1.15 Cr
Deepest Drawdown
−68.16%
−19.38%
Recovery Period
122 days
493 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 31% · M 55% · S 12%
Number of Stocks
25
29
Portfolio P/E
36.65
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –