Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
2.20%
6 Months
−2.04%
6.00%
1 Year
−0.53%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
0.16%
16.60%
Fund Age
18 mo
3 yrs
AUM
₹43.74 Cr
₹209.72 Cr
Alpha – 1 Year
−3.51%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
21.70%
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
1.21
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.17
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−18.25%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
L 67% · M 33%
Number of Stocks
19
24
Portfolio P/E
9.63
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%