Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Axis Pure Growth Portfolio
Add SchemeReturn for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.79%
−1.22%
6 Months
9.21%
5.87%
1 Year
20.66%
2.35%
3 Years
—
13.67%
5 Years
—
15.58%
Since Inception
17.57%
16.64%
Fund Age
20 mo
5 yrs 6 mo
AUM
₹852.64 Cr
₹756.71 Cr
Alpha – 1 Year
15.46%
−0.63%
Alpha – 3 Years
—
1.78%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
—
15.74%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
—
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
—
-0.13
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−15.74%
Recovery Period
—
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
34.08
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%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%