Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
1.48%
6 Months
−2.04%
11.85%
1 Year
−0.53%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
0.16%
21.99%
Fund Age
18 mo
3 yrs 5 mo
AUM
₹43.74 Cr
₹41.04 Cr
Alpha – 1 Year
−3.51%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
21.70%
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
1.21
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.17
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.25%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%