Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
2.20%
6 Months
0.22%
6.00%
1 Year
−0.22%
4.90%
3 Years
10.30%
18.50%
5 Years
7.32%
—
Since Inception
13.09%
16.60%
Fund Age
9 yrs 5 mo
3 yrs
AUM
₹1,137.66 Cr
₹209.72 Cr
Alpha – 1 Year
0.13%
0.20%
Alpha – 3 Years
1.30%
6.40%
Information Ratio – 3 Years
0.24
1.16
Volatility – 1 Year
15.66%
19.79%
Volatility – 3 Years
13.99%
17.07%
Beta – 1 Year
0.91
1.06
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
-0.28
0.07
Sharpe Ratio – 3 Years
0.40
0.81
Worst Rolling Year
-24.48%
18.52%
Value at Worst Rolling Year
₹0.76 Cr
₹1.19 Cr
Deepest Drawdown
−68.16%
−19.68%
Recovery Period
122 days
230 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 67% · M 33%
Number of Stocks
25
24
Portfolio P/E
36.65
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%