Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
5.54%
6 Months
−2.04%
29.52%
1 Year
−0.53%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
0.16%
21.22%
Fund Age
18 mo
9 yrs 10 mo
AUM
₹43.74 Cr
₹374.43 Cr
Alpha – 1 Year
−3.51%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
21.70%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
1.21
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-0.17
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−18.25%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
M 4% · S 95%
Number of Stocks
19
29
Portfolio P/E
9.63
36.10
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 · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%