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Ionic Allocate Portfolio-Equity
Angel One Investment Managers & Advisors Private Limited
49.09 CR AUM
Ionic Allocate Portfolio-Equity
Angel One Investment Managers & Advisors Private Limited
49.09 CR AUM
Nifty 50 TRI
Benchmark
1yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
gaurav aggarwal
Fund Manager
EQUITYStrategies
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.
yajash mehta
Fund Manager
EQUITYStrategies
1OF2
Purpose
The investment objective of this approach is to focus on capital appreciation by allocating 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 instruments like mutual funds, ETFs, direct stocks, warrants etc.
Investment Approach v/s Benchmark Metrics
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1M IA return
-8.62%
1M benchmark return
-11.30%
Alpha
2.68%
1M Wealth multiple
0.91x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-8.62%
1M benchmark return
-11.30%
Alpha
2.68%
1M Wealth multiple
0.91x
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