Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 5.2%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.79%
1.20%
6 Months
9.21%
13.72%
1 Year
20.66%
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
17.57%
−0.94%
Fund Age
20 mo
14 mo
AUM
₹852.64 Cr
₹136.71 Cr
Alpha – 1 Year
15.46%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.05%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 20% · S 80%
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—