Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
HSBC Aspire Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
3.01%
6 Months
−2.04%
10.30%
1 Year
−0.53%
9.97%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
11.50%
Fund Age
18 mo
2 yrs 11 mo
AUM
₹43.74 Cr
₹52.29 Cr
Alpha – 1 Year
−3.51%
5.25%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
19.66%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.21
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.31
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−23.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 16% · M 27% · S 52%
Number of Stocks
19
30
Portfolio P/E
9.63
30.87
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%
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Top Sectors
—
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%