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Multi Factor Quant

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

A high-risk, high return strategy targeting long term alpha through data driven investments in large and mid cap companies.

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

Elite Quant Team, Proven Expertise

Managed by top-tier researchers and traders from Wharton, IIMs, Goldman Sachs, Deutsche Bank, and Citadel, with a 150+ strong in-house quant team.

#2

Dynamic approach

Machine learning technique for constant portfolio optimisation

#3

Outperformance

Outperformed benchmark indices 95%+ of the time on 3 year rolling basis

#4

Quant precision

No human bias; a complete quant-based approach to generate alpha

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

-4.17%

-4.33%

1Y

1.54%

3.64%

Since Inception

14.85%

11.53%

Investment Approach

Systematic data driven approach combining more than 500 factors.

Dynamic risk - return optimisation.

Quant factors and machine learning techniques for portfolio optimisation.

Predominantly large & mid cap focused.

Portfolio Holdings
Top 5 Holdings
  • ICICIBANK
    6.9%
  • SBICARD
    3.7%
  • ASHOKLEY
    3.7%
  • LTI
    3.6%
  • ASTRAL
    3.3%

Fund Information

Date of Inception

7 Oct 2022

Total Holdings

30 - 50

Max Drawdown

-18.40%

Fund Managers

Praveen Kumar

14 years experience

Risk & Return Ratio

Standard Deviation

16.85

Sharpe Ratio

-0.14

Treynor Ratio

-2.7

Beta

0.9

R-Square

0.79

Fee Structure

Fixed Fee
Variable Fee
2.25%

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