Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
0.22%
15.63%
1 Year
−0.22%
20.01%
3 Years
10.30%
17.10%
5 Years
7.32%
15.64%
Since Inception
13.09%
13.05%
Fund Age
9 yrs 5 mo
8 yrs 11 mo
AUM
₹1,137.66 Cr
₹46.46 Cr
Alpha – 1 Year
0.13%
15.29%
Alpha – 3 Years
1.30%
5.01%
Information Ratio – 3 Years
0.24
0.88
Volatility – 1 Year
15.66%
20.61%
Volatility – 3 Years
13.99%
19.98%
Beta – 1 Year
0.91
0.94
Beta – 3 Years
0.93
1.02
Sharpe Ratio – 1 Year
-0.28
0.73
Sharpe Ratio – 3 Years
0.40
0.85
Worst Rolling Year
-24.48%
-3.76%
Value at Worst Rolling Year
₹0.76 Cr
₹0.96 Cr
Deepest Drawdown
−68.16%
−27.72%
Recovery Period
122 days
476 days
1-Year Rolling Windows Positive
99.28%
93.14%
Median Rolling Year
13.45%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 27% · M 34% · S 33%
Number of Stocks
25
25
Portfolio P/E
36.65
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%