Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
2.85%
6 Months
9.21%
22.81%
1 Year
20.66%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
17.57%
24.49%
Fund Age
20 mo
3 yrs 3 mo
AUM
₹852.64 Cr
₹446.96 Cr
Alpha – 1 Year
15.46%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
—
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—