Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
SMC Global - Growth
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%
5.80%
6 Months
0.22%
20.03%
1 Year
−0.22%
17.27%
3 Years
10.30%
12.81%
5 Years
7.32%
11.98%
Since Inception
13.09%
14.70%
Fund Age
9 yrs 5 mo
6 yrs 10 mo
AUM
₹1,137.66 Cr
₹201.68 Cr
Alpha – 1 Year
0.13%
12.55%
Alpha – 3 Years
1.30%
0.73%
Information Ratio – 3 Years
0.24
0.15
Volatility – 1 Year
15.66%
22.73%
Volatility – 3 Years
13.99%
20.11%
Beta – 1 Year
0.91
1.17
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
-0.28
0.58
Sharpe Ratio – 3 Years
0.40
0.44
Worst Rolling Year
-24.48%
7.98%
Value at Worst Rolling Year
₹0.76 Cr
₹1.08 Cr
Deepest Drawdown
−68.16%
−25.65%
Recovery Period
122 days
520 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 38% · M 4% · S 49%
Number of Stocks
25
24
Portfolio P/E
36.65
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 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%
3% / 2% / 1%