The PMS performance underscores disciplined multi-asset approach aimed for long-term wealth creation
Ionic Asset, a portfolio management company, has delivered 30% returns for its ‘Ionic Allocate Portfolio (Moderate) PMS investment approach, since its inception in April 2025. This performance is driven by the right selection of investment instruments, meaningful allocations and timely execution across asset classes.
Shobhit Mathur, Executive Director, Ionic Asset said “Allocate addresses the core challenges HNI investors face today in managing personal portfolios. Most people can’t get all three things going right for them, i.e. identifying the right asset mix, shortlisting right fund or stock and allocation, all planned and taken to timely execution. In doing so, it helps investors stay anchored to long-term outcomes, then focusing on short-term fluctuations, recent performance, or behavioural biases that often derail portfolio decisions.”
Gaurav Aggarwal, Lead Investment Strategist, Ionic Asset, said, “Allocate reflects the belief that long-term wealth creation is not built by reacting to market noise but by maintaining discipline and science-based asset allocation. Hence, we work towards achieving sustainable alpha for our clients based on consistency of execution through market cycles.”
Ionic Asset Allocate offers three distinct investment approaches strategies, each designed to address different risk profile while retaining a common institutional grade multi-asset portfolio framework which continuously strives to deliver better risk adjusted returns to investors within defined risk thresholds. For Jan’ 26Ionic Asset will be reporting an AUM of Rs 7.5 billion with Allocate taking the lead in AUM and clients.
PORTFOLIO PERFORMANCE (%)
|
Particulars
|
1M
|
3M
|
6M
|
1Y
|
Inception
|
|
Ionic Allocate Portfolio – Moderate
|
5.7
|
13.0
|
22.8
|
#
|
29.9
|
|
Nifty 50 Hybrid Composite Debt 50:50 Index (Benchmark)
|
-1.7
|
-0.8
|
1.5
|
#
|
5.5
|
|
Alpha over Benchmark
|
7.4
|
13.8
|
21.3
|
0.0
|
24.4
|
DATA AS OF 31 JAN 2026
Inception Date – April 17, 2025
Disclaimer: Performance is calculated using the time-weighted rate of return method, net of all fees and expenses. Please note that individual client performance may vary. Past performance is not indicative of future results. The performance-related information provided herein has not been verified by SEBI. Unless otherwise stated, all returns and percentage changes are expressed in INR terms. Returns for periods of one year or less are presented as absolute returns, while returns for periods greater than one year are presented as CAGR.
Data sources: Bloomberg, NSE Indices, Ionic Asset PMS research.
Disclaimer: Result shown above is basis the back tested results for our model portfolio