Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
5.48%
6 Months
9.21%
13.51%
1 Year
20.66%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
17.57%
19.28%
Fund Age
20 mo
4 yrs 2 mo
AUM
₹852.64 Cr
₹36.17 Cr
Alpha – 1 Year
15.46%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
—
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
—
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.89%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%