Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
−2.04%
7.54%
1 Year
−0.53%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
2.83%
Fund Age
18 mo
14 mo
AUM
₹43.74 Cr
₹18.5 Cr
Alpha – 1 Year
−3.51%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
19
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—