Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
2.82%
6 Months
−2.04%
−7.08%
1 Year
−0.53%
−4.02%
3 Years
—
1.10%
5 Years
—
2.02%
Since Inception
0.16%
13.04%
Fund Age
18 mo
17 yrs 10 mo
AUM
₹43.74 Cr
₹50.53 Cr
Alpha – 1 Year
−3.51%
−3.59%
Alpha – 3 Years
—
−7.46%
Information Ratio – 3 Years
—
-1.28
Volatility – 1 Year
21.70%
16.65%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.21
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.17
-0.49
Sharpe Ratio – 3 Years
—
-0.20
Worst Rolling Year
—
-4.00%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−18.25%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
97.78%
Median Rolling Year
—
13.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 74% · M 13% · S 9%
Number of Stocks
19
15
Portfolio P/E
9.63
27.97
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
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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