Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
5.49%
6 Months
−2.04%
9.46%
1 Year
−0.53%
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
0.16%
12.49%
Fund Age
18 mo
5 yrs 11 mo
AUM
₹43.74 Cr
₹1,633.45 Cr
Alpha – 1 Year
−3.51%
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
21.70%
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.17
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.25%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 14% · M 11% · S 40%
Number of Stocks
19
—
Portfolio P/E
9.63
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%