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FIRST--Aggressive strategy vs Ionic Allocate Portfolio - Aggressive

FIRST--Aggressive strategy

Ionic Allocate Portfolio - Aggressive

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Growth of ₹1 Crore

FIRST--Aggressive strategy

Ionic Allocate Portfolio - Aggressive

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 5.2%

FIRST--Aggressive strategy

9.5% • vol 0.9%

Ionic Allocate Portfolio - Aggressive

16.4% • vol 13.6%

10%

20%

Volatility • 1 yr deviation

1 Month

0.88%

0.91%

6 Months

4.66%

2.67%

1 Year

9.49%

16.41%

3 Years

—

5 Years

—

Since Inception

10.59%

18.21%

Fund Age

2 yrs 4 mo

16 mo

AUM

₹70.89 Cr

₹221.12 Cr

Alpha – 1 Year

4.29%

9.70%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

0.86%

13.60%

Volatility – 3 Years

—

Beta – 1 Year

0.22

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

4.61

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

1.50% / yr

1.35% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / – / –

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