Expert-managed portfolios tailored to your financial goals.
The strategy emphasizes equity as the core driver of returns while diversifying across fixed income and alternative assets for stability and risk moderation. Allocation across asset classes is guided by internal frameworks, fundamental analysis, and preva
Harsh is the Fund Manager of the India PIPE Fund at Ionic by Angel One, with deep expertise in Indian public equities. H... Harsh is the Fund Manager of the India PIPE Fund at Ionic by Angel One, with deep expertise in Indian public equities. He has previously served as Director (PID) at NSE IX, GIFT City, and worked as a consultant with Bain (US/UK) on private equity due diligences. A CFA charterholder and INSEAD MBA, he has coauthored two books, is a visiting faculty at ISB, and received the Dr. B.R. Shenoy Award (2022) for Economics. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -14% | -11.37% | -2.63% |
| 3 Months | -16.57% | -13.94% | -2.63% |
| 6 Months | -12.44% | -9.62% | -2.82% |
| 1 Year | -6.49% | -3.12% | -3.37% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -9.33% | -5.94% | -3.39% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.72% | 0.76% | -14% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.38% | 0.31% | -2.63% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0% | -7.49% | 6.53% | 2.71% | 2.97% | 4.98% | -4.29% | -2% | 2.54% | 3.03% | 3.03% | -1.13% |
| Benchmark | 0% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | 0% | 0.25% | -0.79% | -0.47% | -0.57% | 1.3% | -1.58% | -0.25% | 1.3% | -1.24% | 2.07% | -0.89% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 47.2 | 47.5 | 40.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 0.9 | 1.7 | 8 | 15.6 | 25.4 | 33.8 | 40.5 | 43.6 | 45.1 | 46.8 | 49.5 | 49.6 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0 |
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