Compare Schemes

Ambit IRIS vs ICICI Prudential PMS Emerging Leaders Strategy

Ambit IRIS

ICICI Prudential PMS Emerging Leaders Strategy

Add Scheme

Growth of ₹1 Crore

Ambit IRIS

ICICI Prudential PMS Emerging Leaders Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 5.2%

ICICI Prudential PMS Emerging Leaders Strategy

12.1% • vol 16%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.79%

1.66%

6 Months

9.21%

4.68%

1 Year

20.66%

12.13%

3 Years

—

5 Years

—

Since Inception

17.57%

10.02%

Fund Age

20 mo

2 yrs 6 mo

AUM

₹852.64 Cr

₹267.19 Cr

Alpha – 1 Year

15.46%

7.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.03%

Volatility – 3 Years

—

Beta – 1 Year

—

0.91

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.46

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.86%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 61% · S 32%

Number of Stocks

—

Portfolio P/E

—

28.06

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%

FSN E-Commerce Ventures Ltd · 5.29%

Jindal Stainless Ltd · 4.78%

Jindal Steel Ltd · 3.99%

Sarda Energy & Minerals Ltd · 3.59%

National Aluminium Company Ltd · 3.54%

Top Sectors

—

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.