Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Hanut - Fundamental Quant
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
3.57%
6 Months
−2.04%
13.27%
1 Year
−0.53%
19.25%
3 Years
—
19.26%
5 Years
—
12.69%
Since Inception
0.16%
18.49%
Fund Age
18 mo
7 yrs 3 mo
AUM
₹43.74 Cr
₹40.18 Cr
Alpha – 1 Year
−3.51%
14.53%
Alpha – 3 Years
—
7.17%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
21.70%
26.49%
Volatility – 3 Years
—
18.75%
Beta – 1 Year
1.21
1.37
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.17
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
12.14%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−18.25%
−15.45%
Recovery Period
Not yet recovered
24 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 13% · M 41% · S 44%
Number of Stocks
19
36
Portfolio P/E
9.63
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%