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Equirus Flexi Cap Fund vs Ionic Allocate Portfolio - Aggressive

Equirus Flexi Cap Fund

Ionic Allocate Portfolio - Aggressive

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Growth of ₹1 Crore

Equirus Flexi Cap Fund

Ionic Allocate Portfolio - Aggressive

Return for the risk

1 yr return

10%

15%

20%

Ionic Allocate Portfolio - Aggressive

16.4% • vol 13.6%

10%

20%

Volatility • 1 yr deviation

1 Month

4.91%

0.91%

6 Months

10.01%

2.67%

1 Year

—

16.41%

3 Years

—

5 Years

—

Since Inception

14.65%

18.21%

Fund Age

9 mo

16 mo

AUM

₹122.25 Cr

₹221.12 Cr

Alpha – 1 Year

—

9.70%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

13.60%

Volatility – 3 Years

—

Beta – 1 Year

—

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.79

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−10.93%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 27% · M 14% · S 55%

—

Number of Stocks

Portfolio P/E

31.90

—

Top 5 Holdings

Thangamayil Jewellery Ltd · 7.86%

Blue Star Ltd · 5.43%

R R Kabel Ltd · 5.41%

United Foodbrands Ltd · 4.60%

Welspun Corp Ltd · 4.59%

UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.97%

Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 7.19%

ICICI Pru Nifty Metal ETF · 6.40%

SBI Banking & Financial Services Fund - Direct (G) · 6.39%

ICICI Pru Focused Fund - Direct (G) · 5.10%

Top Sectors

—

Fixed Fee

2.50% / yr

1.35% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

1% / – / –

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