Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
4.64%
6 Months
−2.04%
20.32%
1 Year
−0.53%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
15.24%
Fund Age
18 mo
1 yr 9 mo
AUM
₹43.74 Cr
₹3.17 Cr
Alpha – 1 Year
−3.51%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−12.48%
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 28% · M 19% · S 50%
Number of Stocks
19
36
Portfolio P/E
9.63
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –