Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
2.22%
6 Months
9.21%
12.93%
1 Year
20.66%
12.12%
3 Years
—
14.97%
5 Years
—
17.00%
Since Inception
17.57%
21.69%
Fund Age
20 mo
6 yrs 5 mo
AUM
₹852.64 Cr
₹192.25 Cr
Alpha – 1 Year
15.46%
8.36%
Alpha – 3 Years
—
4.08%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
—
25.64%
Volatility – 3 Years
—
21.98%
Beta – 1 Year
—
1.38
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
—
0.36
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−24.93%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%