Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
0.48%
6 Months
9.21%
0.17%
1 Year
20.66%
1.53%
3 Years
—
6.30%
5 Years
—
7.16%
Since Inception
17.57%
16.58%
Fund Age
20 mo
6 yrs 6 mo
AUM
₹852.64 Cr
₹182.72 Cr
Alpha – 1 Year
15.46%
−3.19%
Alpha – 3 Years
—
−5.79%
Information Ratio – 3 Years
—
-1.15
Volatility – 1 Year
—
17.17%
Volatility – 3 Years
—
15.94%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
-0.13
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%