Angel One -Ionic PIPE Strategy
EQUITY FLEXI CAP
Stocks are selected basis our G-S-V framework. G: Greatness & Governance; S: S-curve growth in industry penetration and company profits; V: Growth at a reasonable value considering longevity & predictability.
+3.62%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
08 Jan '25
Total AUM
₹46.76Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.9%
Cash4.1%
Equity market cap split
Small Cap40.8%
Large Cap32.4%
Mid Cap18.7%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
Exit Load: 6months> 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
PMS management
HGHarsh GuptaFund Manager, PMSView details
HG
Harsh Gupta
Fund Manager, PMS
View details
About
CFA ,Fund Manager PMS
Awards
- Chartered Financial Analyst (CFA) charterholder.
PMS house
Ionic Asset Management
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