Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
ORO-Alpha Value
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
0.44%
6 Months
−2.04%
5.47%
1 Year
−0.53%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
6.04%
Fund Age
18 mo
3 yrs 8 mo
AUM
₹43.74 Cr
₹1.28 Cr
Alpha – 1 Year
−3.51%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
1.21
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−17.83%
Recovery Period
Not yet recovered
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%
L 42% · M 17% · S 27%
Number of Stocks
19
24
Portfolio P/E
9.63
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%