Portfolio Management Services (PMS)Compare Schemes
Accelt Long Term Equity Fund vs Angel One -Ionic PIPE Strategy
Add SchemeGrowth of ₹1 Crore
Accelt Long Term Equity Fund
Angel One -Ionic PIPE Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
11.32%
0.31%
6 Months
31.05%
−2.04%
1 Year
33.64%
−0.53%
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
0.16%
Fund Age
1 yr 11 mo
18 mo
AUM
₹12.55 Cr
₹43.74 Cr
Alpha – 1 Year
28.92%
−3.51%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.86%
21.70%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
-0.17
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−18.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 36% · M 15% · S 46%
Number of Stocks
—
19
Portfolio P/E
—
9.63
Top 5 Holdings
—
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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