Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
5.48%
6 Months
−2.04%
13.51%
1 Year
−0.53%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
0.16%
19.28%
Fund Age
18 mo
4 yrs 2 mo
AUM
₹43.74 Cr
₹36.17 Cr
Alpha – 1 Year
−3.51%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
21.70%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
1.21
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.17
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.25%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 8% · M 16% · S 76%
Number of Stocks
19
24
Portfolio P/E
9.63
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%