Smart Alpha 250 - PMS fund logo

Smart Alpha 250

PMS

Strategy
Who Should Invest
Reasons to Invest in this PMS
Returns
Investment Approach
Portfolio Holdings
Fund Information
Risk Return Ratio
Fee Structure
FAQs

Strategy

25-stock portfolio selected via the proprietary quant framework (eQGP), optimizing Quality, Growth, and Price action.

Who Should Invest

This PMS is designed for investors with:

Risk profile

Aggressive

Investment horizon

3 to 5 Years

Financial goal

Long-term compounding

Reasons to Invest in this PMS

#1

Dynamic EQGP Framework

Aggressively positions in risk-on markets and defensively in risk-off scenarios for optimized returns

#2

Quant Precision

Fully data-driven, eliminating human bias to generate consistent alpha

#3

Proven Expertise

Backed by a seasoned team that manages and advises on USD 1.4 billion AUM

#4

Consistent Outperformance

Surpassing benchmark indices over 95% of the time (3Y Rolling)

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

12.21%

-4.33%

1Y

21.06%

3.64%

Since Inception

20.94%

11.75%

Investment Approach

25-stock portfolio selected via the proprietary quant framework (eQGP), optimizing Quality, Growth, and Price action.

Model looks at 500+ Quality, Growth & Price Action parameters for the top 250 stocks to create a 25 stock portfolio.

eQGP Model gives higher weight to Price Action in risk-on and to Quality in risk-off markets.

The Quant model runs daily ensuring agility in rebalancing while optimizing churn at ~120% (annualized).

Portfolio Holdings
Top 5 Holdings
  • Multi Commodity Exchange of India Ltd
    7.5%
  • National Aluminium Company Ltd
    6.7%
  • Vedanta Ltd
    5.1%
  • BSE LTD
    5%
  • Hindustan Copper Ltd
    4.9%

Fund Information

Date of Inception

10 Aug 2023

Total Holdings

25

Fund Managers

Alok Agarwal

21 Years experience

Risk & Return Ratio

Standard Deviation

23.88

Sharpe Ratio

0.69

Treynor Ratio

13.86

Beta

1.19

R-Square

0.69

Fee Structure

Fixed Fee
Variable Fee
2.50%

Exit Load

1.0% if exited before 12 Months

Frequently Asked Questions (FAQs)

What is the Accredited Investor (AI) framework in India?

Who qualifies as an Accredited Investor in India?

What are the benefits of becoming an Accredited Investor?

How can I become an Accredited Investor through Ionic Wealth?

Invest in this PMS starting ₹25L ₹50L