Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Prabhudas Lilladher - Elevate
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
18.21%
6 Months
−2.04%
19.98%
1 Year
−0.53%
30.53%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
18.35%
Fund Age
18 mo
2 yrs 8 mo
AUM
₹43.74 Cr
—
Alpha – 1 Year
−3.51%
26.89%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
21.52%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
1.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−15.37%
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 6% · M 16% · S 54%
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%
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%