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Ionic Allocate Portfolio-Moderate
Angel One Investment Managers & Advisors Private Limited
48.93 CR AUM
Ionic Allocate Portfolio-Moderate
Angel One Investment Managers & Advisors Private Limited
48.93 CR AUM
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
1yr 1mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
1yr 1mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
gaurav aggarwal
Fund Manager
HYBRIDStrategies
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
HYBRIDStrategies
1OF2
Purpose
The investment objective of this approach is to generate a balance of capital appreciation along with income such as interest, dividend etc. As may be applicable to each investment. 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
6.39%
1M benchmark return
3.91%
Alpha
2.48%
1M Wealth multiple
1.06x
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
6.39%
1M benchmark return
3.91%
Alpha
2.48%
1M Wealth multiple
1.06x
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