Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
−0.07%
6 Months
9.21%
3.00%
1 Year
20.66%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
17.57%
8.94%
Fund Age
20 mo
3 yrs 9 mo
AUM
₹852.64 Cr
₹2.69 Cr
Alpha – 1 Year
15.46%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
—
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
—
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−26.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%