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Ionic Allocate Portfolio - Equity vs Unifi Insider Shadow*

Ionic Allocate Portfolio - Equity

Unifi Insider Shadow*

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Growth of ₹1 Crore

Ionic Allocate Portfolio - Equity

Unifi Insider Shadow*

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%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.81%

4.21%

6 Months

3.41%

10.07%

1 Year

8.90%

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

10.39%

14.06%

Fund Age

16 mo

16 yrs 4 mo

AUM

₹54.76 Cr

₹85.99 Cr

Alpha – 1 Year

9.33%

4.72%

Alpha – 3 Years

—

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

14.74%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

0.82

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.28

0.30

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%

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Top Sectors

—

Fixed Fee

1.30% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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