Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.07%
2.21%
6 Months
0.22%
21.04%
1 Year
−0.22%
21.34%
3 Years
10.30%
19.08%
5 Years
7.32%
23.67%
Since Inception
13.09%
—
Fund Age
9 yrs 5 mo
6 yrs 4 mo
AUM
₹1,137.66 Cr
₹364.08 Cr
Alpha – 1 Year
0.13%
21.69%
Alpha – 3 Years
1.30%
10.08%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
15.66%
32.28%
Volatility – 3 Years
13.99%
28.08%
Beta – 1 Year
0.91
1.47
Beta – 3 Years
0.93
1.60
Sharpe Ratio – 1 Year
-0.28
0.58
Sharpe Ratio – 3 Years
0.40
0.57
Worst Rolling Year
-24.48%
15.61%
Value at Worst Rolling Year
₹0.76 Cr
₹1.16 Cr
Deepest Drawdown
−68.16%
−31.98%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%