Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
5.80%
6 Months
−2.04%
20.03%
1 Year
−0.53%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
0.16%
14.70%
Fund Age
18 mo
6 yrs 10 mo
AUM
₹43.74 Cr
₹201.68 Cr
Alpha – 1 Year
−3.51%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
21.70%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
1.21
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.17
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−18.25%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 36% · M 15% · S 46%
L 38% · M 4% · S 49%
Number of Stocks
19
24
Portfolio P/E
9.63
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%