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Ambit IRIS vs Prabhudas Lilladher - Atom
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Ambit IRIS
Prabhudas Lilladher - Atom
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Growth of
₹1 Crore
Ambit IRIS
Prabhudas Lilladher - Atom
Since Inception
Overview
1 Month
2.79%
16.41%
6 Months
9.21%
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1 Year
20.66%
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3 Years
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5 Years
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Since Inception
17.57%
16.36%
Fund Age
20 mo
1 mo
AUM
₹852.64 Cr
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Outerperformance
Alpha – 1 Year
15.46%
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Alpha – 3 Years
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Information Ratio – 3 Years
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Risk Ratios
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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Consistency
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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Portfolio
Market-Cap Mix
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M 22% · S 77%
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%
Jayaswal Neco Industries Ltd · 9.44%
KIOCL Ltd · 8.76%
Hindustan Copper Ltd · 8.42%
NLC India Ltd · 7.84%
Indian Metals & Ferro Alloys Ltd · 6.93%
Top Sectors
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Fees
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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3% / 2% / 1%
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