Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.31%
−0.25%
6 Months
−2.04%
3.36%
1 Year
−0.53%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
0.16%
10.42%
Fund Age
18 mo
16 yrs 11 mo
AUM
₹43.74 Cr
₹257.93 Cr
Alpha – 1 Year
−3.51%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
21.70%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.21
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
-0.17
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.25%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%