Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
−0.67%
6 Months
−2.04%
−7.55%
1 Year
−0.53%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
12.70%
Fund Age
18 mo
2 yrs 3 mo
AUM
₹43.74 Cr
₹7.52 Cr
Alpha – 1 Year
−3.51%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
21.70%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 36% · M 15% · S 46%
L 71% · M 18% · S 10%
Number of Stocks
19
10
Portfolio P/E
9.63
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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