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Ambit IRIS vs Citrus Midcap Marvels

Ambit IRIS

Citrus Midcap Marvels

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1 Month

2.79%

−0.33%

6 Months

9.21%

18.87%

1 Year

20.66%

8.88%

3 Years

—

5.83%

5 Years

—

Since Inception

17.57%

5.95%

Fund Age

20 mo

3 yrs

AUM

₹852.64 Cr

₹34.2 Cr

Alpha – 1 Year

15.46%

4.16%

Alpha – 3 Years

—

−6.26%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 24% · S 69%

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%

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

Top Sectors

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Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / –

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