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Allocate Aggressive

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

Dynamically adjusts asset allocation, market cap mix, and security selection, incorporating tactical plays for added alpha

Who Should Invest

This PMS is designed for investors with:

Risk profile

Moderate to High

Investment horizon

3+ Years

Financial goal

Portfolio stability with alpha generation

Reasons to Invest in this PMS

#1

Swift Execution: From Strategy to Action

End-to-end execution by us - from ideation to timely execution.

#2

Expert inputs at a macro and asset class-level.

Institutionalized framework for navigating across asset classes

#3

Tactical Plays to add alpha

Razor sharp execution of Internal Think Tank calls

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

7.32%

-0.94%

1Y

19.45%

4.94%

Since Inception

20.38%

8.52%

Investment Approach

Risk-profile + market condition based initial asset allocation, with rule-based rebalancing to maintain discipline

Equity: Investments diversified across domestic, international equity, factor funds, mutual funds and direct equity

Fixed income: Tax-efficient debt funds, corporate bonds and medium to long duration bonds

Alternates: InvITs, REITs and commodities

High conviction tactical calls by internal think tank to be executed on time to add an alpha kicker.

Portfolio Holdings
Top 5 Holdings
  • Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G)
    11.63%
  • Nippon India Nifty 50 Value 20 Index Fund-Dir (G)
    7.63%
  • AXIS Greater China Equity Fund Of Fund - Dir (G)
    6.45%
  • ICICI Pru Nifty Metal ETF
    4.17%
  • UTI Nifty200 Momentum 30 Index
    4%

Fund Information

Date of Inception

24 Mar 2025

Total Holdings

70 - 80

Fund Managers

Yajash Mehta

6 years experience

Risk & Return Ratio

Standard Deviation

13.67

Sharpe Ratio

0.97

Treynor Ratio

8.73

Beta

1.52

R-Square

0.68

Fee Structure

Fixed Fee
Variable Fee
Moderate - 1.25%
Aggressive - 1.35%
100% Equity - 1.30%

Exit Load

1.0% if exited before 12 Month

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 ₹10L ₹50L