Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
BADJATE GROWTH FUND
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.79%
2.52%
6 Months
9.21%
7.52%
1 Year
20.66%
10.06%
3 Years
—
—
5 Years
—
—
Since Inception
17.57%
8.30%
Fund Age
20 mo
14 mo
AUM
₹852.64 Cr
₹27.97 Cr
Alpha – 1 Year
15.46%
7.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.30%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 14% · S 32%
Number of Stocks
—
62
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
—
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—