Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
−1.22%
6 Months
−2.04%
5.87%
1 Year
−0.53%
2.35%
3 Years
—
13.67%
5 Years
—
15.58%
Since Inception
0.16%
16.64%
Fund Age
18 mo
5 yrs 6 mo
AUM
₹43.74 Cr
₹756.71 Cr
Alpha – 1 Year
−3.51%
−0.63%
Alpha – 3 Years
—
1.78%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
21.70%
15.74%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
1.21
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.17
-0.13
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.25%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 43% · M 8% · S 37%
Number of Stocks
19
26
Portfolio P/E
9.63
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%