Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.94%
6 Months
0.22%
11.49%
1 Year
−0.22%
3.89%
3 Years
10.30%
8.19%
5 Years
7.32%
11.02%
Since Inception
13.09%
10.97%
Fund Age
9 yrs 5 mo
13 yrs 8 mo
AUM
₹1,137.66 Cr
₹360.51 Cr
Alpha – 1 Year
0.13%
0.91%
Alpha – 3 Years
1.30%
−3.69%
Information Ratio – 3 Years
0.24
-0.18
Volatility – 1 Year
15.66%
23.04%
Volatility – 3 Years
13.99%
19.34%
Beta – 1 Year
0.91
1.26
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
-0.28
0.04
Sharpe Ratio – 3 Years
0.40
0.30
Worst Rolling Year
-24.48%
-8.10%
Value at Worst Rolling Year
₹0.76 Cr
₹0.92 Cr
Deepest Drawdown
−68.16%
−30.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
95.59%
Median Rolling Year
13.45%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 38% · M 28% · S 33%
Number of Stocks
25
29
Portfolio P/E
36.65
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%