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Multi Factor Quant

PMS

Strategy
Who Should Invest
Reasons to Invest in this PMS
Returns
Investment Approach
Portfolio Holdings
Fund Information
Risk Return Ratio
Fee Structure
FAQs

Strategy

A high-risk, high return strategy targeting long term alpha through data driven investments in large and mid cap companies.

Who Should Invest

This PMS is designed for investors with:

Risk profile

Aggressive

Investment horizon

3 to 5 Years

Financial goal

Long-term compounding

Reasons to Invest in this PMS

#1

Elite Quant Team, Proven Expertise

Managed by top-tier researchers and traders from Wharton, IIMs, Goldman Sachs, Deutsche Bank, and Citadel, with a 150+ strong in-house quant team.

#2

Dynamic approach

Machine learning technique for constant portfolio optimisation

#3

Outperformance

Outperformed benchmark indices 95%+ of the time on 3 year rolling basis

#4

Quant precision

No human bias; a complete quant-based approach to generate alpha

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

-17.7%

-16.14%

1Y

-0.8%

-0.4%

Since Inception

16.3%

15.2%

Investment Approach

Systematic data driven approach combining more than 500 factors.

Dynamic risk - return optimisation.

Quant factors and machine learning techniques for portfolio optimisation.

Predominantly large & mid cap focused.

Portfolio Holdings
Top 5 Holdings
  • Axis Bank Ltd
    5.4%
  • Bharti Airtel Ltd
    4.8%
  • Lupin Ltd
    3.7%
  • HDFC AMC Ltd
    3.6%
  • Cummins Ltd
    3.5%

Fund Information

Date of Inception

7 Oct 2022

Total Holdings

50

Max Drawdown

-19.30%

Fund Managers

Praveen Kumar

14 years experience

Risk & Return Ratio

Standard Deviation

15.9

Sharpe Ratio

-0.37

Treynor Ratio

-5.82

Beta

1.01

R-Square

0.75

Fee Structure

Fixed Fee
Variable Fee
2.25%

Exit Load

1% if exited before 12 Months

Frequently Asked Questions (FAQs)

What is the Accredited Investor (AI) framework in India?

The Accredited Investor framework by SEBI allows qualified HNI investors to get accredited and access PMS and AIF investments at lower ticket sizes — as low as ₹1 lakh for SIFs, instead of the usual ₹50 lakh (PMS) or ₹1 crore (AIF) minimums.

Who qualifies as an Accredited Investor in India?

SEBI defines accredited investors as individuals with annual income above ₹2 crore, or net worth above ₹7.5 crore (with at least ₹3.75 crore in financial assets), or a combination of income above ₹1 crore and net worth above ₹5 crore.

What are the benefits of becoming an Accredited Investor?

Accredited investors can invest in PMS and AIF at significantly lower minimum amounts, access exclusive investment opportunities including Specialized Investment Funds (SIFs), enjoy flexible fee structures, and get customized portfolio strategies tailored to their needs.

How can I become an Accredited Investor through Ionic Wealth?

Ionic Wealth, as a SEBI-registered entity, can facilitate your accreditation process. You need to submit financial documents proving you meet the eligibility criteria, after which a SEBI-recognized market infrastructure institution will issue your accreditation certificate valid for 3 years.