Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
1.13%
6 Months
−2.04%
−0.96%
1 Year
−0.53%
6.22%
3 Years
—
14.71%
5 Years
—
—
Since Inception
0.16%
15.36%
Fund Age
18 mo
3 yrs 9 mo
AUM
₹43.74 Cr
₹348.07 Cr
Alpha – 1 Year
−3.51%
6.57%
Alpha – 3 Years
—
5.71%
Information Ratio – 3 Years
—
1.34
Volatility – 1 Year
21.70%
15.98%
Volatility – 3 Years
—
13.40%
Beta – 1 Year
1.21
0.96
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.17
0.13
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
14.12%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−18.25%
−14.95%
Recovery Period
Not yet recovered
201 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 66% · M 14% · S 8%
Number of Stocks
19
29
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%
ICICI Pru Nifty 50 ETF · 27.11%
SBI Nifty Next 50 ETF · 9.18%
Nippon India Banking&Financial Services-Dir(G) · 8.35%
Nippon India Large Cap Fund - Direct (G) · 7.86%
Motilal Oswal Gold and Silver Passive Fund of Funds-Dir (G) · 7.79%
Top Sectors
—
Financial Services · 34.38%
Capital Goods · 6.26%
Automobile and Auto Components · 6.02%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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