Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
0.22%
22.17%
1 Year
−0.22%
13.49%
3 Years
10.30%
12.21%
5 Years
7.32%
11.23%
Since Inception
13.09%
22.14%
Fund Age
9 yrs 5 mo
7 yrs 4 mo
AUM
₹1,137.66 Cr
₹1,280.4 Cr
Alpha – 1 Year
0.13%
8.77%
Alpha – 3 Years
1.30%
0.12%
Information Ratio – 3 Years
0.24
0.01
Volatility – 1 Year
15.66%
24.60%
Volatility – 3 Years
13.99%
22.41%
Beta – 1 Year
0.91
1.20
Beta – 3 Years
0.93
1.15
Sharpe Ratio – 1 Year
-0.28
0.41
Sharpe Ratio – 3 Years
0.40
0.39
Worst Rolling Year
-24.48%
4.49%
Value at Worst Rolling Year
₹0.76 Cr
₹1.04 Cr
Deepest Drawdown
−68.16%
−26.42%
Recovery Period
122 days
479 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
S 100%
Number of Stocks
25
18
Portfolio P/E
36.65
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%