Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.07%
10.15%
6 Months
0.22%
31.39%
1 Year
−0.22%
26.01%
3 Years
10.30%
19.28%
5 Years
7.32%
23.67%
Since Inception
13.09%
28.23%
Fund Age
9 yrs 5 mo
5 yrs 4 mo
AUM
₹1,137.66 Cr
₹483.07 Cr
Alpha – 1 Year
0.13%
21.29%
Alpha – 3 Years
1.30%
7.19%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
15.66%
27.77%
Volatility – 3 Years
13.99%
26.19%
Beta – 1 Year
0.91
1.29
Beta – 3 Years
0.93
1.20
Sharpe Ratio – 1 Year
-0.28
0.78
Sharpe Ratio – 3 Years
0.40
0.61
Worst Rolling Year
-24.48%
19.29%
Value at Worst Rolling Year
₹0.76 Cr
₹1.19 Cr
Deepest Drawdown
−68.16%
−32.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 12% · M 6% · S 81%
Number of Stocks
25
63
Portfolio P/E
36.65
62.66
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%
—
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%