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Ionic Allocate Portfolio-Aggressive

Angel One Investment Managers & Advisors Private Limited

93.87 CR AUM

Ionic Allocate Portfolio-Aggressive

Ionic Allocate Portfolio-Aggressive

Angel One Investment Managers & Advisors Private Limited

93.87 CR AUM

NSE Multi Asset Index 1
Benchmark
1yr 0mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 0mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

gaurav aggarwal

Fund Manager
MULTI_ASSETStrategies

Lead-Investment Strategy With over 6 years of experience in Investment Advisory, Fund Management, and Product Advisory, Gaurav is an expert in the field. His strong academic credentials, including an MBA from IIM Indore and a CFA charter, bolster his quantitative and portfolio management skills. Gaurav's expertise and insight enable us to provide ideal solutions for our clients.

Lead-Investment Strategy With over 6 years of experience in Investment Advisory, Fund Management, and Product Advisory, Gaurav is an expert in the field. His strong academic credentials, including an MBA from IIM Indore and a CFA charter, bolster his quantitative and portfolio management skills. Gaurav's expertise and insight enable us to provide ideal solutions for our clients.
Fund manager

yajash mehta

Fund Manager
MULTI_ASSETStrategies
1OF2

Purpose

The investment objective of this approach is to focus on capital appreciation by allocating majorly to equity as an asset class. Further, the investment objective would be to achieve this in the long term through investments in investment opportunities that are a combination of equity, fixed income and alternate asset classes to achieve desired asset allocation for the portfolio.

Investment Approach v/s Benchmark Metrics

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1M IA return
-8.15%
1M benchmark return
-5.90%
Alpha
-2.25%
1M Wealth multiple
0.92x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-8.15%
1M benchmark return
-5.90%
Alpha
-2.25%
1M Wealth multiple
0.92x

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