Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
0.47%
6 Months
−2.04%
0.32%
1 Year
−0.53%
1.03%
3 Years
—
14.82%
5 Years
—
11.82%
Since Inception
0.16%
13.07%
Fund Age
18 mo
5 yrs 2 mo
AUM
₹43.74 Cr
₹56.08 Cr
Alpha – 1 Year
−3.51%
−1.95%
Alpha – 3 Years
—
2.94%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
21.70%
13.89%
Volatility – 3 Years
—
18.35%
Beta – 1 Year
1.21
0.75
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.17
-0.25
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−18.25%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 38% · M 29% · S 24%
Number of Stocks
19
37
Portfolio P/E
9.63
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%