PMS · Equity · Large Cap
Ambit Investment Advisors - Coffee Can
Fund size₹1,138 Cr
Alpha (3Y)1.61%
3Y return10.30%
Fund age9 yrs 5 mo
Fund Manager
Growth of₹Cr
Ambit Investment Advisors Coffee Can
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ambit Investment Advisors Coffee Can | −0.65% | −0.22% | 1.24% | 10.30% | 7.32% | 13.09% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 11.80% |
| Excess over benchmark | 6.35% | 0.13% | 2.43% | 1.30% | −1.00% | 1.29% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
13.99%
Benchmark approx 13.29%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.40
Sharpe
Excess return gained per unit of volatility.
Capture ratio
96 / 83
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −68.16% from its 30 Dec 2025 peak to a 14 Jul 2026 trough, and recovered on 30 Jun 2025 after 122 days.
Max drawdowns
−68.16%
Recovery period
122 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Dec 2025 | 14 Jul 2026 | −68.16% | 196 days | 30 Jun 2025 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak30 Dec 2025
Trough14 Jul 2026
Depth−68.16%
Fell over196 days
Recovered30 Jun 2025
Recovery took122 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
25
P/E ratio
36.65
P/B ratio
5.72
Dividend yield
0.25%
Avg market cap
₹3.20 L Cr
Median market cap
₹1.57 L Cr
Asset class
Equity
Market cap
Large cap67.00%
Mid cap13.00%
Small cap12.00%
Cash & others8.00%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · SimpleFixed Management Fee20.00% / yr
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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