Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.17%
6 Months
0.22%
10.91%
1 Year
−0.22%
10.45%
3 Years
10.30%
10.60%
5 Years
7.32%
10.74%
Since Inception
13.09%
18.07%
Fund Age
9 yrs 5 mo
9 yrs 2 mo
AUM
₹1,137.66 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.13%
5.73%
Alpha – 3 Years
1.30%
−1.49%
Information Ratio – 3 Years
0.24
-0.11
Volatility – 1 Year
15.66%
18.78%
Volatility – 3 Years
13.99%
16.83%
Beta – 1 Year
0.91
1.04
Beta – 3 Years
0.93
1.02
Sharpe Ratio – 1 Year
-0.28
0.34
Sharpe Ratio – 3 Years
0.40
0.37
Worst Rolling Year
-24.48%
4.89%
Value at Worst Rolling Year
₹0.76 Cr
₹1.05 Cr
Deepest Drawdown
−68.16%
−19.94%
Recovery Period
122 days
153 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 24% · M 11% · S 66%
Number of Stocks
25
—
Portfolio P/E
36.65
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%