Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
2.31%
6 Months
−2.04%
2.53%
1 Year
−0.53%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
0.16%
8.12%
Fund Age
18 mo
3 yrs 3 mo
AUM
₹43.74 Cr
₹32.76 Cr
Alpha – 1 Year
−3.51%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
21.70%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
1.21
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
-0.17
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.25%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
—
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%
—
Top Sectors
—
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%