Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
SBI MF - ESG Portfolio
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%
2.26%
6 Months
0.22%
18.40%
1 Year
−0.22%
9.21%
3 Years
10.30%
13.13%
5 Years
7.32%
13.39%
Since Inception
13.09%
14.83%
Fund Age
9 yrs 5 mo
10 yrs
AUM
₹1,137.66 Cr
₹666.2 Cr
Alpha – 1 Year
0.13%
9.64%
Alpha – 3 Years
1.30%
4.56%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
15.66%
18.95%
Volatility – 3 Years
13.99%
16.01%
Beta – 1 Year
0.91
0.98
Beta – 3 Years
0.93
0.90
Sharpe Ratio – 1 Year
-0.28
0.27
Sharpe Ratio – 3 Years
0.40
0.52
Worst Rolling Year
-24.48%
-3.31%
Value at Worst Rolling Year
₹0.76 Cr
₹0.97 Cr
Deepest Drawdown
−68.16%
−20.80%
Recovery Period
122 days
109 days
1-Year Rolling Windows Positive
99.28%
96.71%
Median Rolling Year
13.45%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 13% · M 17% · S 66%
Number of Stocks
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%