Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
−0.07%
6 Months
−2.04%
3.00%
1 Year
−0.53%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
0.16%
8.94%
Fund Age
18 mo
3 yrs 9 mo
AUM
₹43.74 Cr
₹2.69 Cr
Alpha – 1 Year
−3.51%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
21.70%
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
1.21
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.17
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.25%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
—
Number of Stocks
19
—
Portfolio P/E
9.63
—
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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%