Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Ayan-PriceBridge Crescendo
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Ayan-PriceBridge Crescendo
1 Month
2.79%
0.44%
6 Months
9.21%
4.18%
1 Year
20.66%
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3 Years
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5 Years
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Since Inception
17.57%
2.71%
Fund Age
20 mo
7 mo
AUM
₹852.64 Cr
₹2.64 Cr
Alpha – 1 Year
15.46%
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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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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L 51% · M 44% · S 1%
Number of Stocks
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24
Portfolio P/E
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41.79
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%
Laurus Labs Ltd · 5.78%
Federal Bank Ltd · 5.27%
Radico Khaitan Ltd · 5.25%
Adani Energy Solutions Ltd · 5.03%
Bharat Heavy Electricals Ltd · 5.02%
Top Sectors
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Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Fixed Fee
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2.00% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0% / 0% / 0%