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Growth Fund

PMS

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

Strategy

Blends strong macro understanding with a business-first strategy aiming to compound capital through quality stock picking, disciplined risk management, and clear exit rules.

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

Best of Macros & Bottom Up Research

The FMs blend Top Down & Bottom Up investing perfectly due to their strong grip on domestic & global macros along with deep research capabilities

#2

Veteran Team

80+ years of combined investing experience doing in-depth company research

#3

Outperformance

The fund has delivered 58.1% CAGR returns over the last 5 years becoming on of the top performing PMS in the category

#4

Clear Sell Discipline

Positions are exited based on valuation stretch, weakening fundamentals, or better opportunities

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

1.5%

0.6%

1Y

10%

8.5%

Since Inception

25.4%

14.3%

Investment Approach

Business-First Investing: Backing industry leaders with strong financials and sustainable cash flows.

Veteran team with 80+ years' experience blends macro insights with bottom-up research.

Fund Information

Date of Inception

8 Dec 2017

Total Holdings

20

Max Drawdown

-

Fund Managers

Nilesh Doshi

30+ years experience

Risk & Return Ratio

Standard Deviation

13.8

Sharpe Ratio

0.2

Treynor Ratio

3.7

Beta

0.67

R-Square

0.54

Fee Structure

Fixed Fee
Variable Fee

Exit Load

3% 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.