Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ambit IRIS
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.79%
2.20%
6 Months
9.21%
9.70%
1 Year
20.66%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
17.57%
23.10%
Fund Age
20 mo
3 yrs 6 mo
AUM
₹852.64 Cr
₹24.16 Cr
Alpha – 1 Year
15.46%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
—
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.30%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –