Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
4.43%
6 Months
−2.04%
22.24%
1 Year
−0.53%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
0.16%
19.53%
Fund Age
18 mo
11 yrs
AUM
₹43.74 Cr
₹101.92 Cr
Alpha – 1 Year
−3.51%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
—
0.61
Volatility – 1 Year
21.70%
21.87%
Volatility – 3 Years
—
21.68%
Beta – 1 Year
1.21
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.17
0.75
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−18.25%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 15% · M 12% · S 59%
Number of Stocks
19
65
Portfolio P/E
9.63
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%