Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Incred Active Momentum Strategy
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%
2.70%
6 Months
−2.04%
4.80%
1 Year
−0.53%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
2.40%
Fund Age
18 mo
17 mo
AUM
₹43.74 Cr
₹16.3 Cr
Alpha – 1 Year
−3.51%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.81%
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 61% · M 36%
Number of Stocks
19
25
Portfolio P/E
9.63
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—