Smart Alpha 250 - PMS fund logo

Smart Alpha 250

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

25-stock portfolio selected via the proprietary quant framework (eQGP), optimizing Quality, Growth, and Price action.

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

Dynamic EQGP Framework

Aggressively positions in risk-on markets and defensively in risk-off scenarios for optimized returns

#2

Quant Precision

Fully data-driven, eliminating human bias to generate consistent alpha

#3

Proven Expertise

Backed by a seasoned team that manages and advises on USD 1.4 billion AUM

#4

Consistent Outperformance

Surpassing benchmark indices over 95% of the time (3Y Rolling)

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

-26.2%

-16.1%

1Y

-4.2%

-0.4%

Since Inception

15.1%

11.2%

Investment Approach

25-stock portfolio selected via the proprietary quant framework (eQGP), optimizing Quality, Growth, and Price action.

Model looks at 500+ Quality, Growth & Price Action parameters for the top 250 stocks to create a 25 stock portfolio.

eQGP Model gives higher weight to Price Action in risk-on and to Quality in risk-off markets.

The Quant model runs daily ensuring agility in rebalancing while optimizing churn at ~120% (annualized).

Portfolio Holdings
Top 5 Holdings
  • Dixon Technologies India Ltd
    9.1%
  • Trent Ltd
    6.5%
  • PB Fintech Ltd
    4.9%
  • Interglobe Aviation Ltd
    4.9%
  • Hitachi Energy India Ltd
    4.6%

Fund Information

Date of Inception

10 Aug 2023

Fund Managers

Alok Agarwal

21 Years experience

Risk & Return Ratio

Standard Deviation

18.3

Sharpe Ratio

1

Treynor Ratio

-

Beta

0.9

R-Square

-

Fee Structure

Fixed Fee
Variable Fee
2.50%

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.

Invest in this PMS starting ₹25L ₹50L