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Opportunities

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

Endeavour to generate consistently higher-than-benchmark returns, adjusted for risk, across market cycles

Who Should Invest

This PMS is designed for investors with:

Risk profile

Growth

Investment horizon

3 to 5 Years

Financial goal

Long-term wealth creation through risk-adjusted alpha

Reasons to Invest in this PMS

#1

Single-Strategy Focus

Full resource alignment and minimization of internal conflicts

#2

Cycle Alignment

Top-down and bottom-up analysis to align sector and stock selection with market conditions

#3

Experienced Founders

Co-founded by Sachin Khivasara, Jigar Mistry, and Viral Berawala—each with over two decades of experience

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

-2.48%

-5.39%

1Y

8.11%

-0.07%

Since Inception

20.64%

14.03%

Investment Approach

Growth at Reasonable Price (GARP)

Combines top-down macro views with bottom-up analyst research.

Core (Long-term) and Satellite (Tactical) Allocations

Satellite involves Cyclicals, Turnaround and Value bets

Portfolio Holdings
Top 5 Holdings
  • ICICI Bank
    6.8%
  • Axis Bank
    5.7%
  • State Bank of India
    4%
  • Bharti Airtel Ltd
    3.7%
  • Aurobindo Pharma Ltd
    3.7%

Fund Information

Date of Inception

31 May 2016

Total Holdings

30 - 40

Max Drawdown

-13.15%

Fund Managers

Sachin Khivasara

Jigar Mistry

Risk & Return Ratio

Standard Deviation

18.11

Sharpe Ratio

0.21

Treynor Ratio

3.86

Beta

0.99

R-Square

0.81

Fee Structure

Fixed Fee
Variable Fee
2.00%

Exit Load

0.0% if exited before 12 Months

Frequently Asked Questions (FAQs)

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

The Accredited Investor framework by SEBI allows qualified HNI investors to get accredited and access PMS and AIF investments at lower ticket sizes — as low as ₹1 lakh for SIFs, instead of the usual ₹50 lakh (PMS) or ₹1 crore (AIF) minimums.

Who qualifies as an Accredited Investor in India?

SEBI defines accredited investors as individuals with annual income above ₹2 crore, or net worth above ₹7.5 crore (with at least ₹3.75 crore in financial assets), or a combination of income above ₹1 crore and net worth above ₹5 crore.

What are the benefits of becoming an Accredited Investor?

Accredited investors can invest in PMS and AIF at significantly lower minimum amounts, access exclusive investment opportunities including Specialized Investment Funds (SIFs), enjoy flexible fee structures, and get customized portfolio strategies tailored to their needs.

How can I become an Accredited Investor through Ionic Wealth?

Ionic Wealth, as a SEBI-registered entity, can facilitate your accreditation process. You need to submit financial documents proving you meet the eligibility criteria, after which a SEBI-recognized market infrastructure institution will issue your accreditation certificate valid for 3 years.

Invest in this PMS starting ₹25L ₹50L