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Ionic Allocate Portfolio-Equity

Ionic Allocate Portfolio-Equity is a Equity Portfolio Management Service launched by Angel One Investment Managers & Advisors Private Limited on March 2025. Managed by Gaurav Aggarwal, the fund holds ₹56 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 7.7% (1Y), 10.42% since inception. Performance data as of July 2026.

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Ionic Allocate Portfolio-Equity

Angel One Investment Managers & Advisors Private Limited

55.71 CR AUM

Ionic Allocate Portfolio-Equity

Ionic Allocate Portfolio-Equity

Angel One Investment Managers & Advisors Private Limited

55.71 CR AUM

Nifty 50 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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
EQUITYStrategies
1OF2

What is this fund's investment objective?

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.

How has Ionic Allocate Portfolio-Equity performed?

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Wealth Creation Calculator

1M IA return
-0.58%
1M benchmark return
1.67%
Alpha
-2.25%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-0.58%
1M benchmark return
1.67%
Alpha
-2.25%
1M Wealth multiple
0.99x

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