Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ValueQuest - Platinum
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%
2.62%
6 Months
0.22%
20.31%
1 Year
−0.22%
5.50%
3 Years
10.30%
14.22%
5 Years
7.32%
16.13%
Since Inception
13.09%
18.70%
Fund Age
9 yrs 5 mo
9 yrs 8 mo
AUM
₹1,137.66 Cr
₹3,491.64 Cr
Alpha – 1 Year
0.13%
2.52%
Alpha – 3 Years
1.30%
2.33%
Information Ratio – 3 Years
0.24
0.19
Volatility – 1 Year
15.66%
25.24%
Volatility – 3 Years
13.99%
21.26%
Beta – 1 Year
0.91
1.29
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
-0.28
0.11
Sharpe Ratio – 3 Years
0.40
0.48
Worst Rolling Year
-24.48%
-9.34%
Value at Worst Rolling Year
₹0.76 Cr
₹0.91 Cr
Deepest Drawdown
−68.16%
−6.25%
Recovery Period
122 days
13 days
1-Year Rolling Windows Positive
99.28%
93.29%
Median Rolling Year
13.45%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 23% · M 15% · S 57%
Number of Stocks
25
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 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%
1% / 1% / 1%