Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Right Horizons - India Business Leaders
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%
3.11%
6 Months
0.22%
4.12%
1 Year
−0.22%
−0.25%
3 Years
10.30%
10.95%
5 Years
7.32%
10.56%
Since Inception
13.09%
10.62%
Fund Age
9 yrs 5 mo
13 yrs 8 mo
AUM
₹1,137.66 Cr
₹41.22 Cr
Alpha – 1 Year
0.13%
0.18%
Alpha – 3 Years
1.30%
2.39%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
15.66%
20.61%
Volatility – 3 Years
13.99%
17.57%
Beta – 1 Year
0.91
1.24
Beta – 3 Years
0.93
1.19
Sharpe Ratio – 1 Year
-0.28
-0.18
Sharpe Ratio – 3 Years
0.40
0.46
Worst Rolling Year
-24.48%
-10.52%
Value at Worst Rolling Year
₹0.76 Cr
₹0.89 Cr
Deepest Drawdown
−68.16%
−22.41%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
93.48%
Median Rolling Year
13.45%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 67% · M 13% · S 12%
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
36.65
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%