Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
0.22%
6.39%
1 Year
−0.22%
0.37%
3 Years
10.30%
11.18%
5 Years
7.32%
—
Since Inception
13.09%
4.21%
Fund Age
9 yrs 5 mo
4 yrs 6 mo
AUM
₹1,137.66 Cr
₹59.82 Cr
Alpha – 1 Year
0.13%
−2.61%
Alpha – 3 Years
1.30%
−0.71%
Information Ratio – 3 Years
0.24
0.13
Volatility – 1 Year
15.66%
22.91%
Volatility – 3 Years
13.99%
17.96%
Beta – 1 Year
0.91
1.09
Beta – 3 Years
0.93
1.01
Sharpe Ratio – 1 Year
-0.28
-0.11
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
-24.48%
3.87%
Value at Worst Rolling Year
₹0.76 Cr
₹1.04 Cr
Deepest Drawdown
−68.16%
−25.26%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 40% · M 26% · S 33%
Number of Stocks
25
35
Portfolio P/E
36.65
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%