Ionic Wealth - SEBI-registered wealth management platform by Angel One
AI Summary
Chart
Overview
Returns
Asset Allocation
Fund Info
Risk & Return Ratio

Fund Summary

sparklesicons
Ionic AI
Loading...
Fund Overview
  • Rating
  • Minimum Investment
    5000
  • NAV (Net Asset Value)
    N/A
  • AUM (Fund size)
    139 Cr
  • Created on
    3 Dec 2011
Fund Ranking
#
/ 14 in
Risk Level

Moderate

Returns
Trailing Return
Rolling Return
  • 6 Month
    -
  • 1 Year
    -
  • 3 Year (CAGR)
    -
  • All Time (CAGR)
    -
Category Return
  • 6 Month
    4.3%
  • 1 Year
    7.4%
  • 3 Year (CAGR)
    8.8%
  • All Time (CAGR)
    -
Asset Allocation
  • Debt
    13.6%
  • Other
    86.4%
  • 0.00%
  • 0.00%
Fund Information
  • Expense Ratio
    0.04%
  • Exit Load
    For units in excess of 10% of the investment, 3% will be charged for redemption within 12 months, 2% will be charged for redemption after 12 months but within 24 months and 1% will be charged for redemption after 24 months but within 36 months
  • Lock-In Period
    No Lock-In
Risk & Return Ratio
  • Sharpe Ratio
    0.00
  • Standard Deviation
    0.00
  • Alpha
    0.00
  • Beta
    0.00