Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
−0.98%
6 Months
−2.04%
4.93%
1 Year
−0.53%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
4.91%
Fund Age
18 mo
2 yrs 1 mo
AUM
₹43.74 Cr
₹8 Cr
Alpha – 1 Year
−3.51%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−18.25%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 23% · M 8% · S 36%
Number of Stocks
19
30
Portfolio P/E
9.63
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 2% / 0%