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Ambit IRIS vs Invesq Optimiser Portfolio

Ambit IRIS

Invesq Optimiser Portfolio

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1 Month

2.79%

2.46%

6 Months

9.21%

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1 Year

20.66%

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3 Years

—

5 Years

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Since Inception

17.57%

18.42%

Fund Age

20 mo

7 mo

AUM

₹852.64 Cr

₹18.44 Cr

Alpha – 1 Year

15.46%

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Alpha – 3 Years

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Information Ratio – 3 Years

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Volatility – 1 Year

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Volatility – 3 Years

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Beta – 1 Year

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Beta – 3 Years

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Sharpe Ratio – 1 Year

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Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

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Deepest Drawdown

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Recovery Period

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1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

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Portfolio P/E

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37.22

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%

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Top Sectors

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Fixed Fee

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2.50% / yr

Performance Fee / Plan

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Fixed Plan

Exit Load (Y1 / Y2 / Y3)

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2% / 1% / 0%

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