Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
Money Life - Mas Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
2.70%
6 Months
5.59%
18.50%
1 Year
10.75%
9.19%
3 Years
—
14.83%
5 Years
—
14.00%
Since Inception
11.81%
21.97%
Fund Age
17 mo
6 yrs 10 mo
AUM
₹145.04 Cr
₹147.62 Cr
Alpha – 1 Year
6.28%
9.54%
Alpha – 3 Years
—
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
0.88%
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
0.14
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
5.51
0.27
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
20
—
Portfolio P/E
—
—
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
0% / 0% / 0%