Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
1.47%
6 Months
0.22%
5.42%
1 Year
−0.22%
9.64%
3 Years
10.30%
10.36%
5 Years
7.32%
7.75%
Since Inception
13.09%
11.08%
Fund Age
9 yrs 5 mo
9 yrs 11 mo
AUM
₹1,137.66 Cr
₹66.05 Cr
Alpha – 1 Year
0.13%
9.99%
Alpha – 3 Years
1.30%
1.36%
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
15.66%
17.05%
Volatility – 3 Years
13.99%
14.23%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
0.31
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
-24.48%
0.57%
Value at Worst Rolling Year
₹0.76 Cr
₹1.01 Cr
Deepest Drawdown
−68.16%
−17.08%
Recovery Period
122 days
233 days
1-Year Rolling Windows Positive
99.28%
99.96%
Median Rolling Year
13.45%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
36.65
—
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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—