Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
1.73%
6 Months
0.22%
7.38%
1 Year
−0.22%
6.08%
3 Years
10.30%
8.22%
5 Years
7.32%
7.99%
Since Inception
13.09%
12.63%
Fund Age
9 yrs 5 mo
9 yrs 9 mo
AUM
₹1,137.66 Cr
₹145.75 Cr
Alpha – 1 Year
0.13%
1.36%
Alpha – 3 Years
1.30%
−3.87%
Information Ratio – 3 Years
0.24
-0.60
Volatility – 1 Year
15.66%
20.08%
Volatility – 3 Years
13.99%
16.27%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.28
0.13
Sharpe Ratio – 3 Years
0.40
0.24
Worst Rolling Year
-24.48%
-1.76%
Value at Worst Rolling Year
₹0.76 Cr
₹0.98 Cr
Deepest Drawdown
−68.16%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
98.75%
Median Rolling Year
13.45%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 62% · M 20% · S 7%
Number of Stocks
25
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%