Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Ayan-PriceBridge Top 100 Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.79%
2.12%
6 Months
9.21%
0.68%
1 Year
20.66%
2.50%
3 Years
—
—
5 Years
—
—
Since Inception
17.57%
6.43%
Fund Age
20 mo
2 yrs 6 mo
AUM
₹852.64 Cr
₹15.34 Cr
Alpha – 1 Year
15.46%
2.93%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.79%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 78% · M 15% · S 0%
Number of Stocks
—
43
Portfolio P/E
—
21.71
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 · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
—
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%