Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
2.85%
6 Months
−2.04%
22.81%
1 Year
−0.53%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
0.16%
24.49%
Fund Age
18 mo
3 yrs 3 mo
AUM
₹43.74 Cr
₹446.96 Cr
Alpha – 1 Year
−3.51%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
21.70%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.21
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.17
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−18.25%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 19% · S 80%
Number of Stocks
19
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—