Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.31%
1.96%
6 Months
−2.04%
11.95%
1 Year
−0.53%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
0.34%
Fund Age
18 mo
13 mo
AUM
₹43.74 Cr
₹18.23 Cr
Alpha – 1 Year
−3.51%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−18.22%
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 48% · M 3% · S 35%
Number of Stocks
19
13
Portfolio P/E
9.63
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—