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Ionic Allocate Portfolio - Equity vs Prime Synergy

Ionic Allocate Portfolio - Equity

Prime Synergy

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Growth of ₹1 Crore

Ionic Allocate Portfolio - Equity

Prime Synergy

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.4%

Ionic Allocate Portfolio - Equity

8.9% • vol 14.7%

10%

20%

Volatility • 1 yr deviation

1 Month

0.81%

3.55%

6 Months

3.41%

8.19%

1 Year

8.90%

—

3 Years

—

5 Years

—

Since Inception

10.39%

8.73%

Fund Age

16 mo

8 mo

AUM

₹54.76 Cr

₹35.83 Cr

Alpha – 1 Year

9.33%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

14.74%

—

Volatility – 3 Years

—

Beta – 1 Year

0.82

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.28

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.47%

—

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

Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%

AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%

WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%

Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%

UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%

—

Top Sectors

—

Fixed Fee

1.30% / yr

1.65% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

1% / 0.5% / –

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