Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
−0.16%
6 Months
−2.04%
−3.46%
1 Year
−0.53%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
−3.49%
Fund Age
18 mo
14 mo
AUM
₹43.74 Cr
₹116.7 Cr
Alpha – 1 Year
−3.51%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
19
26
Portfolio P/E
9.63
24.23
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 Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—