Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Sameeksha - Equity Fund
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%
−0.38%
6 Months
0.22%
11.48%
1 Year
−0.22%
7.29%
3 Years
10.30%
16.29%
5 Years
7.32%
16.45%
Since Inception
13.09%
20.67%
Fund Age
9 yrs 5 mo
10 yrs 4 mo
AUM
₹1,137.66 Cr
₹1,333.94 Cr
Alpha – 1 Year
0.13%
2.57%
Alpha – 3 Years
1.30%
4.20%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
15.66%
21.33%
Volatility – 3 Years
13.99%
16.22%
Beta – 1 Year
0.91
1.18
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
-0.28
0.18
Sharpe Ratio – 3 Years
0.40
0.69
Worst Rolling Year
-24.48%
-0.52%
Value at Worst Rolling Year
₹0.76 Cr
₹0.99 Cr
Deepest Drawdown
−68.16%
−19.36%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
99.28%
98.89%
Median Rolling Year
13.45%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
—
Number of Stocks
25
50
Portfolio P/E
36.65
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%