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Ambit IRIS vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Ambit IRIS

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

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Return for the risk

1 yr return

10%

Nifty 500 · 5.2%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

Volatility • 1 yr deviation

1 Month

2.79%

0.32%

6 Months

9.21%

1.29%

1 Year

20.66%

4.91%

3 Years

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5 Years

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Since Inception

17.57%

6.59%

Fund Age

20 mo

3 yrs 4 mo

AUM

₹852.64 Cr

₹1.17 Cr

Alpha – 1 Year

15.46%

5.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

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Volatility – 1 Year

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7.14%

Volatility – 3 Years

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Beta – 1 Year

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0.44

Beta – 3 Years

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Sharpe Ratio – 1 Year

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-0.03

Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

—

Deepest Drawdown

—

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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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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Performance Fee / Plan

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Exit Load (Y1 / Y2 / Y3)

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