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

Fund Summary

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Ionic AI
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Fund Overview
  • Rating
  • Minimum Investment
    10000
  • NAV (Net Asset Value)
    N/A
  • AUM (Fund size)
    2142 Cr
  • Created on
    N/A
Fund Ranking
#
/ 14 in
Risk Level

High

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
    84.2%
  • Real Estate
    8.0%
  • Other
    7.9%
  • 0.00%
  • 0.00%
Fund Information
  • Expense Ratio
    0.00%
  • Exit Load
    For units in excess of 8% of the investment, exit load of 3% if redeemed within 12 months, 1.5% if redeemed after 12 months but within 24 months and 0.75% if redeemed after 24 months but within 36 months
  • Lock-In Period
    No Lock-In

Managed By

Lokesh Mallya
Feb 2017 - Present
Pradeep Kesavan
Dec 2023 - Present
Adesh Sharma
Dec 2023 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.00
  • Standard Deviation
    0.00
  • Alpha
    0.00
  • Beta
    0.00