Ionic Asset Allocate Portfolio Outperforms Benchmark Since 2025

Ionic Asset, a portfolio management company, has delivered 30% returns for its ‘Ionic Allocate Portfolio (Moderate) PMS investment approach, since its inception in April 2025. This performance is driven by the right selection of investment instruments, meaningful allocations and timely execution across asset classes.

Back tested data from January 2006 to December 2025 reinforces the value of disciplined multi-asset portfolios. A managed, allocation-led approach may have reduced portfolio volatility by nearly 13% while delivering more resilient outcomes across market cycles. During periods of elevated stress, including 2008, 2015, 2020, and 2021, diversified portfolios could have moderated downside by 2–5 percentage points versus unmanaged strategies. The data highlights asset allocation as a structural stabiliser, supporting capital resilience over time rather than short-term performance pursuits.

Shobhit Mathur, Executive Director, Ionic Asset said “Allocate addresses the core challenges HNI investors face today in managing personal portfolios. Most people can’t get all three things going right for them, i.e. identifying the right asset mix, shortlisting right fund or stock and allocation, all planned and taken to timely execution. In doing so, it helps investors stay anchored to long-term outcomes, then focusing on short-term fluctuations, recent performance, or behavioural biases that often derail portfolio decisions.”

Gaurav Aggarwal, Lead Investment Strategist, Ionic Asset, said, “Allocate reflects the belief that long-term wealth creation is not built by reacting to market noise but by maintaining discipline and science-based asset allocation. Hence, we work towards achieving sustainable alpha for our clients based on consistency of execution through market cycles.”

Ionic Asset Allocate offers three distinct investment approaches strategies, each designed to address different risk profile while retaining a common institutional grade multi-asset portfolio framework which continuously strives to deliver better risk adjusted returns to investors within defined risk thresholds. For Jan’ 26Ionic Asset will be reporting an AUM of Rs 7.5 billion with Allocate  taking the lead in AUM and clients.