Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
2.02%
6 Months
9.21%
3.65%
1 Year
20.66%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
17.57%
17.53%
Fund Age
20 mo
7 yrs 11 mo
AUM
₹852.64 Cr
₹54.28 Cr
Alpha – 1 Year
15.46%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
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%
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Top Sectors
—
—
Fixed Fee
—
2.40% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%