Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
4.27%
6 Months
−2.04%
−8.15%
1 Year
−0.53%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
0.16%
11.07%
Fund Age
18 mo
5 yrs
AUM
₹43.74 Cr
₹121.08 Cr
Alpha – 1 Year
−3.51%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
21.70%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
1.21
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-0.17
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−18.25%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
M 20% · S 78%
Number of Stocks
19
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%