Portfolio Management Services (PMS)Compare Schemes
Ambit IRIS vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.79%
6.23%
6 Months
9.21%
22.18%
1 Year
20.66%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
17.57%
6.20%
Fund Age
20 mo
3 yrs 4 mo
AUM
₹852.64 Cr
₹5.13 Cr
Alpha – 1 Year
15.46%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%