Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Xylem Maverick Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.31%
9.42%
6 Months
−2.04%
52.78%
1 Year
−0.53%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
23.72%
Fund Age
18 mo
19 mo
AUM
₹43.74 Cr
₹71.55 Cr
Alpha – 1 Year
−3.51%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−27.01%
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%
S 96%
Number of Stocks
19
19
Portfolio P/E
9.63
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%