Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
0.22%
27.88%
1 Year
−0.22%
29.03%
3 Years
10.30%
18.18%
5 Years
7.32%
15.45%
Since Inception
13.09%
16.74%
Fund Age
9 yrs 5 mo
10 yrs 9 mo
AUM
₹1,137.66 Cr
₹245.99 Cr
Alpha – 1 Year
0.13%
24.31%
Alpha – 3 Years
1.30%
6.09%
Information Ratio – 3 Years
0.24
0.49
Volatility – 1 Year
15.66%
21.97%
Volatility – 3 Years
13.99%
17.89%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
-0.28
1.03
Sharpe Ratio – 3 Years
0.40
0.70
Worst Rolling Year
-24.48%
1.53%
Value at Worst Rolling Year
₹0.76 Cr
₹1.02 Cr
Deepest Drawdown
−68.16%
−20.27%
Recovery Period
122 days
205 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 36% · M 27% · S 36%
Number of Stocks
25
44
Portfolio P/E
36.65
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%