Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
2.93%
6 Months
9.21%
27.08%
1 Year
20.66%
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
17.57%
30.05%
Fund Age
20 mo
5 yrs 9 mo
AUM
₹852.64 Cr
₹670.5 Cr
Alpha – 1 Year
15.46%
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
—
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
—
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.21%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%