Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
1.24%
6 Months
−2.04%
7.09%
1 Year
−0.53%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
0.16%
19.75%
Fund Age
18 mo
4 yrs 2 mo
AUM
₹43.74 Cr
₹49.8 Cr
Alpha – 1 Year
−3.51%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
21.70%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
1.21
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.17
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−18.25%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
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%
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%