Strength
Paid well for the ride
Sharpe of 1.53 means return more than paid for the volatility on this sample. Sortino sits at 0.91.
Ionic Allocate Portfolio-Aggressive Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Angel One Investment Managers And Advisors Private Limited
Age: 19 months
Trailing return from filed months
- 1Y
- 10.20%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 14.23%
- Max DD
- -8.32%
- Calmar
- 1.71
- Track
- 19 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -8.3%. Typical drawdowns ran nearer -0.5%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+73.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 78%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
28.25%
Annualised Return
14.23%
Hit Rate
73.68%
Maximum Drawdown
-8.32%
Annualised Volatility
11.30%
Sharpe Ratio
1.53
Sortino Ratio
0.91
Consistency Score
77.8%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 19.06%
- Worst Year Return P
- 7.72%
- Median Annual Return P
- 13.39%
- Average Monthly Return P
- 1.44%
- Geometric Mean Return P
- 1.39%
- Average Drawdown P
- -0.49%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 2 mo
- Return / Max Drawdown P
- 1.71
- Return / Avg Drawdown P
- 36.93
- Ulcer Index P
- 2.10%
- Positive Rolling Periods % P
- 38.89%
- Return Stability Score P
- 30.66
- Return Persistence P
- -0.32
- Worst Rolling 12M Return P
- 12.38%
- Best Rolling 12M Return P
- 22.35%
- Maximum Monthly Loss P
- -8.15%
- Worst 3-Month Period P
- -5.61%
- Worst 6-Month Period P
- 0.32%
- Return Smoothness Index P
- 18.38
- Pain Adjusted Return P
- 36.93%
- Worst Case Investor Entry P
- 12.38%
- Capital Preservation Score P
- 91.68%
- Aggressiveness Score P
- 3.26%
- Recovery Efficiency P
- 1.71
- Downside Volatility R
- 15.83%
- Upside Volatility R
- 7.83%
- Time in Drawdown % R
- 16.67%
- VaR 95% R
- -3.92%
- VaR 99% R
- -6.15%
- CVaR 95% R
- -8.15%
- CVaR 99% R
- -8.15%
- Semi Variance R
- 0.0021
- Volatility of Drawdowns R
- 1.96%
- CAGR per Unit Drawdown R
- 2.17
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 7.72%
- Return Skewness C
- -0.72
- Return Kurtosis C
- 5.62
- Coefficient of Variation C
- 2.26
- Calmar Ratio C
- 1.71
- Sterling Ratio C
- 2.17
- Burke Ratio C
- 1.56
Filings
Month-end SEBI filings. Missing months stay blank.
Ionic Allocate Portfolio-Aggressive performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Ionic Allocate Portfolio-Aggressive performed?
- Ionic Allocate Portfolio-Aggressive (Angel One Investment Managers And Advisors Private Limited) shows CAGR 14.23% and max drawdown -8.32% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Ionic Allocate Portfolio-Aggressive CAGR / max drawdown?
- CAGR is 14.23%; max drawdown is -8.32%. We only publish CAGR when there are enough months (≥12 on this track of 19 months). Learn more
- Where do Ionic Allocate Portfolio-Aggressive returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Ionic Allocate Portfolio-Aggressive?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more