Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
1.56%
6 Months
9.21%
11.47%
1 Year
20.66%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
17.57%
9.99%
Fund Age
20 mo
4 yrs 9 mo
AUM
₹852.64 Cr
₹144.91 Cr
Alpha – 1 Year
15.46%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
—
24.35%
Volatility – 3 Years
—
20.17%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
—
0.11
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−31.10%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
Top 5 Holdings
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%