Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Axis - Emerging Stars Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
−1.88%
6 Months
−2.04%
17.49%
1 Year
−0.53%
9.72%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
6.83%
Fund Age
18 mo
2 yrs 3 mo
AUM
₹43.74 Cr
₹104.19 Cr
Alpha – 1 Year
−3.51%
6.74%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
24.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.13
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−19.46%
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 3% · M 1% · S 92%
Number of Stocks
19
45
Portfolio P/E
9.63
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
—
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%