Compare Schemes

Ionic Allocate Portfolio - Moderate vs Lighthouse Canton Sectoral Shift Strategy

Ionic Allocate Portfolio - Moderate

Lighthouse Canton Sectoral Shift Strategy

Add Scheme

Growth of ₹1 Crore

Ionic Allocate Portfolio - Moderate

Lighthouse Canton Sectoral Shift Strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

Nifty 500 · 1.1%

Ionic Allocate Portfolio - Moderate

24.2% • vol 12.1%

10%

20%

Volatility • 1 yr deviation

1 Month

1.04%

0.09%

6 Months

1.10%

−2.66%

1 Year

24.19%

—

3 Years

—

5 Years

—

Since Inception

23.57%

2.35%

Fund Age

15 mo

11 mo

AUM

₹82.05 Cr

₹22.93 Cr

Alpha – 1 Year

23.04%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

12.05%

19.73%

Volatility – 3 Years

—

Beta – 1 Year

0.84

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.42

-0.01

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−11.46%

−14.37%

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

ICICI Pru Equity Savings Fund - Dir (G) · 8.57%

Indus Infra Trust · 7.59%

IndiGrid Infrastructure Trust · 7.03%

Mirae Asset Gold ETF · 6.09%

UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 5.70%

Nippon India ETF Nifty Bank BeES · 24.38%

Mirae Asset Nifty India Manufacturing ETF · 21.50%

Motilal Oswal Nifty Capital Market ETF · 18.35%

Top Sectors

—

Fixed Fee

1.25% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.