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Ambit IRIS vs Anand Rathi Advisors - Flexicap Strategy

Ambit IRIS

Anand Rathi Advisors - Flexicap Strategy

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Growth of ₹1 Crore

Ambit IRIS

Anand Rathi Advisors - Flexicap Strategy

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

Anand Rathi Advisors - Flexicap Strategy

8.6% • vol 17.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.79%

0.69%

6 Months

9.21%

5.44%

1 Year

20.66%

8.55%

3 Years

—

5 Years

—

Since Inception

17.57%

13.60%

Fund Age

20 mo

2 yrs 9 mo

AUM

₹852.64 Cr

₹1.41 Cr

Alpha – 1 Year

15.46%

3.83%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

17.87%

Volatility – 3 Years

—

Beta – 1 Year

—

1.03

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.27

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.69%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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%

Quant Large Cap Fund - Direct (G) · 9.92%

DSP Large & Mid Cap Fund - Direct (G) · 9.68%

HDFC Flexi Cap Fund - Direct (G) · 8.28%

Invesco India Smal Cap Fund - Direct (G) · 7.47%

ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%

Top Sectors

—

Fixed Fee

—

1.10% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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