Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Axis - APLHASENSE AI
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 5.2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
2.79%
0.11%
6 Months
9.21%
−3.92%
1 Year
20.66%
−6.84%
3 Years
—
—
5 Years
—
—
Since Inception
17.57%
4.50%
Fund Age
20 mo
2 yrs 8 mo
AUM
₹852.64 Cr
₹3.74 Cr
Alpha – 1 Year
15.46%
−4.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
11.57%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-1.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.09%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 43% · S 15%
Number of Stocks
—
20
Portfolio P/E
—
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
—
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%