Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
4.38%
6 Months
−2.04%
19.54%
1 Year
−0.53%
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
0.16%
32.33%
Fund Age
18 mo
5 yrs 10 mo
AUM
₹43.74 Cr
₹5,864.1 Cr
Alpha – 1 Year
−3.51%
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
21.70%
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
1.21
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.17
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−18.25%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 15% · M 28% · S 52%
Number of Stocks
19
38
Portfolio P/E
9.63
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%