Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
0.32%
6 Months
−2.04%
4.47%
1 Year
−0.53%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
13.40%
Fund Age
18 mo
2 yrs 8 mo
AUM
₹43.74 Cr
₹11.72 Cr
Alpha – 1 Year
−3.51%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
9.16%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-1.67
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−14.15%
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 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%