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

Single-Strategy Focus

Full resource alignment and minimization of internal conflicts

Cycle Alignment

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

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

-0.25%

-4.33%

13.59%

3.64%

Since Inception

20.93%

14.18%

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
6.3%
Axis Bank
5.3%
Varun Beverages Limited
4.5%
State Bank of India
3.9%
Shri Ram Finance Limited
3.8%

Fund Information

Date of Inception

31 May 2016

Total Holdings

Max Drawdown

-13.15%

Fund Managers

Sachin Khivasara

Jigar Mistry

Risk & Return Ratio

Standard Deviation

18.33

Sharpe Ratio

0.49

Treynor Ratio

9.13

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?

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