Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs ASK core Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
ASK core Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
1.84%
6 Months
−2.04%
−7.36%
1 Year
−0.53%
−4.21%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
−4.18%
Fund Age
18 mo
12 mo
AUM
₹43.74 Cr
₹139.3 Cr
Alpha – 1 Year
−3.51%
−3.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
16.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−16.12%
Recovery Period
Not yet recovered
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%
L 76% · M 10% · S 10%
Number of Stocks
19
15
Portfolio P/E
9.63
28.49
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%
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Top Sectors
—
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—