Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
1.48%
6 Months
9.21%
11.85%
1 Year
20.66%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
17.57%
21.99%
Fund Age
20 mo
3 yrs 5 mo
AUM
₹852.64 Cr
₹41.04 Cr
Alpha – 1 Year
15.46%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
—
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
—
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−23.16%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%