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Ionic Allocate Portfolio-Moderate

Ionic Allocate Portfolio-Moderate is a Hybrid Portfolio Management Service launched by Angel One Investment Managers & Advisors Private Limited on April 2025. Managed by Gaurav Aggarwal, the fund holds ₹68 Cr in AUM and benchmarks against Nifty 50 Hybrid Composite Debt 50:50 Index. Minimum investment is ₹5000000 lakh. Trailing returns: 23.88% (1Y), 24.36% since inception. Performance data as of July 2026.

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Ionic Allocate Portfolio-Moderate

Angel One Investment Managers & Advisors Private Limited

68.48 CR AUM

Ionic Allocate Portfolio-Moderate

Ionic Allocate Portfolio-Moderate

Angel One Investment Managers & Advisors Private Limited

68.48 CR AUM

Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
1yr 3mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
1yr 3mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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
HYBRIDStrategies
1OF2

What is this fund's investment objective?

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.

How has Ionic Allocate Portfolio-Moderate performed?

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Wealth Creation Calculator

1M IA return
-0.89%
1M benchmark return
1.96%
Alpha
-2.85%
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
-0.89%
1M benchmark return
1.96%
Alpha
-2.85%
1M Wealth multiple
0.99x

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