Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs BB Micro To Mega
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
BB Micro To Mega
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
−0.50%
6 Months
−2.04%
10.26%
1 Year
−0.53%
20.10%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
21.53%
Fund Age
18 mo
18 mo
AUM
₹43.74 Cr
₹79.16 Cr
Alpha – 1 Year
−3.51%
17.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
19.38%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.85
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.76
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.77%
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 8% · M 7% · S 61%
Number of Stocks
19
66
Portfolio P/E
9.63
52.54
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%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Top Sectors
—
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%