Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Money Life - Mas Prime
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
6.82%
6 Months
−2.04%
25.39%
1 Year
−0.53%
17.69%
3 Years
—
21.57%
5 Years
—
14.87%
Since Inception
0.16%
17.17%
Fund Age
18 mo
6 yrs 10 mo
AUM
₹43.74 Cr
₹119.43 Cr
Alpha – 1 Year
−3.51%
18.04%
Alpha – 3 Years
—
12.57%
Information Ratio – 3 Years
—
0.68
Volatility – 1 Year
21.70%
26.38%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
1.21
0.88
Beta – 3 Years
—
0.85
Sharpe Ratio – 1 Year
-0.17
0.54
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
—
Recovery Period
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%
—
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%
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Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%