Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Moderate vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Moderate
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 1.1%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.04%
1.02%
6 Months
1.10%
20.43%
1 Year
24.19%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
23.57%
20.69%
Fund Age
15 mo
2 yrs 8 mo
AUM
₹82.05 Cr
₹320.35 Cr
Alpha – 1 Year
23.04%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.05%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
0.84
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.42
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.46%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 5% · M 36% · S 51%
Number of Stocks
75
29
Portfolio P/E
—
40.22
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%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
—
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%