Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Equirus Flexi Cap Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Equirus Flexi Cap 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%
4.91%
6 Months
−2.04%
10.01%
1 Year
−0.53%
—
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
14.65%
Fund Age
18 mo
9 mo
AUM
₹43.74 Cr
₹122.25 Cr
Alpha – 1 Year
−3.51%
—
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 27% · M 14% · S 55%
Number of Stocks
19
33
Portfolio P/E
9.63
31.90
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%
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –