Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
1.96%
6 Months
−2.04%
−0.83%
1 Year
−0.53%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
15.45%
Fund Age
18 mo
4 yrs 1 mo
AUM
₹43.74 Cr
₹67.74 Cr
Alpha – 1 Year
−3.51%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
21.70%
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
1.21
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
-0.17
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−18.25%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –