Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
−3.10%
6 Months
9.21%
2.63%
1 Year
20.66%
−0.59%
3 Years
—
7.10%
5 Years
—
6.17%
Since Inception
17.57%
16.60%
Fund Age
20 mo
7 yrs 4 mo
AUM
₹852.64 Cr
₹226.32 Cr
Alpha – 1 Year
15.46%
−0.16%
Alpha – 3 Years
—
−1.47%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
—
15.34%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
—
0.73
Beta – 3 Years
—
0.82
Sharpe Ratio – 1 Year
—
-0.32
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
7.10%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−28.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.04%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%