Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs ASK Lighthouse
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
ASK Lighthouse
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%
−0.73%
6 Months
−2.04%
−1.97%
1 Year
−0.53%
−3.39%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
6.01%
Fund Age
18 mo
2 yrs 4 mo
AUM
₹43.74 Cr
₹467 Cr
Alpha – 1 Year
−3.51%
−6.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
20.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.34
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.02%
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 61% · M 15% · S 23%
Number of Stocks
19
25
Portfolio P/E
9.63
34.53
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%
Hindustan Aeronautics Ltd · 8.76%
Larsen & Toubro Ltd · 8.61%
Reliance Industries Ltd · 8.53%
HDFC Bank Ltd · 8.35%
UltraTech Cement Ltd · 7.96%
Top Sectors
—
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%