Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Asit C Mehta - Ace Multi-asset Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
1.26%
6 Months
−2.04%
8.39%
1 Year
−0.53%
14.45%
3 Years
—
20.39%
5 Years
—
20.20%
Since Inception
0.16%
16.82%
Fund Age
18 mo
7 yrs 10 mo
AUM
₹43.74 Cr
₹12.77 Cr
Alpha – 1 Year
−3.51%
7.59%
Alpha – 3 Years
—
9.35%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
21.70%
12.27%
Volatility – 3 Years
—
16.07%
Beta – 1 Year
1.21
1.23
Beta – 3 Years
—
1.51
Sharpe Ratio – 1 Year
-0.17
0.74
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
6.14%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−18.25%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 22% · M 19% · S 28%
Number of Stocks
19
23
Portfolio P/E
9.63
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
—
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%