Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Prabhudas Lilladher - Trinity
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Prabhudas Lilladher - Trinity
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%
10.07%
6 Months
−2.04%
—
1 Year
−0.53%
—
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
10.03%
Fund Age
18 mo
1 mo
AUM
₹43.74 Cr
—
Alpha – 1 Year
−3.51%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
—
Sharpe Ratio – 3 Years
—
—
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%
L 33% · M 14% · S 52%
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%
Jayaswal Neco Industries Ltd · 7.16%
KIOCL Ltd · 6.81%
Hindustan Copper Ltd · 6.56%
IRM Energy Ltd · 5.73%
JSW Steel Ltd · 4.96%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%