Core Fund - PMS fund logo

Core Fund

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

Discretionary multi-cap equity strategy combining high-growth, momentum-aware stock selection with technical entry and exit timing; flexible across sectors and market caps, targeting companies capable of compounding faster than the broader economy.

Who Should Invest

This PMS is designed for investors with:

Risk profile

Growth

Investment horizon

3+ Years

Financial goal

Preservation and growth of capital through high-growth stock selection

Reasons to Invest in this PMS

#1

Momentum-Aware Growth Investing

Multi-cap strategy combining high-growth stock selection with technical entry & exit timing to capture multi-bagger upside

#2

Award-Winning Track Record

Recognised by PMS-AIF World as Best 5-Year Multicap PMS (Risk-Adjusted Rolling Returns), Rank 1

#3

Proven Return History

Since-inception CAGR of 28.38% (as of Aug 2026), outperforming the BSE 500 TRI benchmark

#4

Disciplined, Process-Driven PMS

Discretionary PMS with flexible allocation across sectors and market caps

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

39.9%

8.07%

1Y

18.39%

-2.33%

Since Inception

28.31%

13.72%

Investment Approach

Growth-oriented multi-cap India equity PMS targeting companies that can compound faster than the broader economy

Targets multi-bagger upside via high-growth, momentum-aware stock selection combined with technical entry/exit timing

Discretionary PMS structure, flexible across sectors and market caps

Investment horizon of 3+ years, varying with market conditions

Portfolio Holdings
Top 5 Holdings
  • Eternal Ltd
    7.8%
  • HFCL Ltd
    5.09%
  • BSE Ltd
    4.57%
  • Kalyan Jewellers India Ltd
    4.44%
  • Apollo Hospitals Enterprises Ltd
    3.77%

Fund Information

Date of Inception

22 Oct 2018

Total Holdings

44

Fund Managers

Amit Jeswani

10+ Years experience

Arpit Shah

Risk & Return Ratio

Standard Deviation

18.2

Sharpe Ratio

1.16

Beta

0.9

R-Square

0.72

Fee Structure

Fixed Fee
Variable Fee

Exit Load

2.0% 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.