Ionic Allocate Portfolio - Moderate
EQUITY
Multi Asset Discretionary Portfolio Management Strategy with a large part of the portfolio being equity and equity linked instruments. The portfolio has allocation to Mutual Funds, ETFs, Listed stocks, corporate bonds, Gold ETFs, Silver ETFs, REITs and InvITs. The portfolio also has allocation to equity linked mutual funds across US and China.
+28.91%
1Y annualised returns
+0.63%
Benchmark returns (NIFTY 50 Hybrid Composite debt 50:50 Index)
Launch date
17 Apr '25
Total AUM
--
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
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
1.00%
PMS management
GAGaurav AggarwalFund managerView details
GA
Gaurav Aggarwal
Fund manager
View details
About
Ex-fund manager at Kotak Investment Advisors Limited and has helped conceptualise and run India’s first discretionary multi-asset fund, raising an AUM of over INR 3,500 Crores
PMS house
Ionic Asset Management
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