Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
5.72%
6 Months
0.22%
23.48%
1 Year
−0.22%
38.68%
3 Years
10.30%
26.01%
5 Years
7.32%
16.58%
Since Inception
13.09%
18.98%
Fund Age
9 yrs 5 mo
16 yrs 6 mo
AUM
₹1,137.66 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.13%
33.96%
Alpha – 3 Years
1.30%
13.92%
Information Ratio – 3 Years
0.24
1.27
Volatility – 1 Year
15.66%
28.06%
Volatility – 3 Years
13.99%
20.41%
Beta – 1 Year
0.91
1.39
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
-0.28
1.12
Sharpe Ratio – 3 Years
0.40
1.06
Worst Rolling Year
-24.48%
-4.06%
Value at Worst Rolling Year
₹0.76 Cr
₹0.96 Cr
Deepest Drawdown
−68.16%
−18.24%
Recovery Period
122 days
60 days
1-Year Rolling Windows Positive
99.28%
98.28%
Median Rolling Year
13.45%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 67% · M 13% · S 12%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
36.65
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%