Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Citrus -Index plus Fund
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%
0.83%
6 Months
−2.04%
1.03%
1 Year
−0.53%
5.08%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
2.08%
Fund Age
18 mo
2 yrs 3 mo
AUM
₹43.74 Cr
₹2.33 Cr
Alpha – 1 Year
−3.51%
5.43%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
—
Recovery Period
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 55% · M 24% · S 14%
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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—