Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.93%
6 Months
0.22%
25.32%
1 Year
−0.22%
18.21%
3 Years
10.30%
32.70%
5 Years
7.32%
23.63%
Since Inception
13.09%
28.38%
Fund Age
9 yrs 5 mo
7 yrs 10 mo
AUM
₹1,137.66 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.13%
13.49%
Alpha – 3 Years
1.30%
20.61%
Information Ratio – 3 Years
0.24
1.92
Volatility – 1 Year
15.66%
22.97%
Volatility – 3 Years
13.99%
19.40%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
-0.28
0.61
Sharpe Ratio – 3 Years
0.40
1.30
Worst Rolling Year
-24.48%
17.00%
Value at Worst Rolling Year
₹0.76 Cr
₹1.17 Cr
Deepest Drawdown
−68.16%
−22.23%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 37% · M 30% · S 25%
Number of Stocks
25
43
Portfolio P/E
36.65
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%