Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ambit IRIS
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.79%
6 Months
3.88%
9.21%
1 Year
−7.98%
20.66%
3 Years
11.06%
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5 Years
10.06%
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Since Inception
11.56%
17.57%
Fund Age
5 yrs 3 mo
20 mo
AUM
₹106.37 Cr
₹852.64 Cr
Alpha – 1 Year
−10.96%
15.46%
Alpha – 3 Years
−0.82%
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Information Ratio – 3 Years
0.00
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Volatility – 1 Year
16.00%
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Volatility – 3 Years
17.59%
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Beta – 1 Year
0.79
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Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.78
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Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Energy Infrastructure Trust · 13.47%
National Highways Infra Trust · 12.53%
Altius Telecom Infrastructure Trust · 11.29%
Vertis Infrastructure Trust · 11.16%
Cube Highways Trust · 8.77%
Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
2% of profit
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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