Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
0.11%
6 Months
−2.04%
10.76%
1 Year
−0.53%
8.14%
3 Years
—
7.76%
5 Years
—
10.03%
Since Inception
0.16%
11.69%
Fund Age
18 mo
6 yrs 8 mo
AUM
₹43.74 Cr
₹87.23 Cr
Alpha – 1 Year
−3.51%
8.57%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
0.02
Volatility – 1 Year
21.70%
23.09%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.21
1.29
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.17
0.21
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.25%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 19% · M 1% · S 70%
Number of Stocks
19
41
Portfolio P/E
9.63
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%