Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Ayan-PriceBridge Top 100 Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
2.12%
6 Months
−2.04%
0.68%
1 Year
−0.53%
2.50%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
6.43%
Fund Age
18 mo
2 yrs 6 mo
AUM
₹43.74 Cr
₹15.34 Cr
Alpha – 1 Year
−3.51%
2.93%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
16.79%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.37%
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 78% · M 15% · S 0%
Number of Stocks
19
43
Portfolio P/E
9.63
21.71
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 · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
—
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%