What is the minimum investment for PIPE Strategy?

The minimum investment required for PIPE Strategy is ₹50,00,000.

What are the returns of PIPE Strategy since inception?

PIPE Strategy has generated 6.30% returns since inception on 8 January 2025.

What is the benchmark for PIPE Strategy?

PIPE Strategy uses S&P BSE 500 TRI as its benchmark index.

PIPE Strategy

Ionic Asset Management

PMS Multi Cap & Flexi Cap

Benchmark

S&P BSE 500 TRI

Inception Date

8 January 2025

Min. Investment

₹50,00,000

SIP Available

Yes

STP Available

Yes

Investment Strategy

Investment Approach

Our equity selection process is guided by a proprietary G-S-V investment philosophy. This framework evaluates potential investments based on three key pillars: * **Greatness & Governance:** This component assesses the inherent quality and ethical management of a company. * **S-curve Growth:** We identify businesses exhibiting strong trajectory in both industry market penetration and corporate earnings, indicative of exponential growth potential. * **Value:** Our analysis considers whether growth is sustainable and predictable, ensuring investments are acquired at a rational valuation that reflects long-term prospects.

Investment Objective

Objective: To achieve sustained wealth enhancement through strategic allocation in a concentrated portfolio, comprising approximately twenty carefully selected equities, irrespective of their market capitalization or industry classification.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period	Strategy	Benchmark	Outperformance
1 MONTH	-1.13%	-0.89%	-0.24%
3 MONTHS	4.96%	-0.06%	5.02%
6 MONTHS	0.95%	-0.68%	1.63%
SINCE INCEPTION	6.30%	-1.50%	7.80%

Calendar Year Performance

Year	Return

Financial Year Performance

Year	Return
FY 26_YTD	12.28%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Harsh Gupta

CIO

With a distinguished 15-year tenure in investment and research, [Harsh's Full Name] brings extensive expertise to our platform. His prior roles include Chief Investment Officer at Ashika Group, directorship at NSE GIFT City, and consultancy within Bain & Company's private equity division. He holds a Bachelor of Arts in Economics from Dartmouth College, a Master of Business Administration from INSEAD, and is a CFA charterholder. Additionally, [Harsh's Full Name] is a published author, having co-authored two books, with his most recent work receiving an endorsement from the Honourable Prime Minister of India, Mr. Narendra Modi.

Portfolio Details

Portfolio Composition

Large Cap

38.70%

Mid Cap

18.60%

Small Cap

38.60%

Cash & Equivalent

4.40%

Top 5 Holdings

Kotak Mahindra Bank Limited 7.40%
Bajaj Finance Limited 7.38%
HDFC Bank Limited 7.00%
Nippon Life India Asset Management Ltd 6.87%
Jamna Auto Industries Ltd 6.03%

Top 5 Sectors

BFSI - Lending 33.40%
Auto & Auto Components 16.60%
BFSI - Capital Markets 14.50%
Consumer Services 8.90%
Power 5.60%

Portfolio Characteristics

total number of stocks

N/A

top 5 stocks percent

34.68%

top 5 sectors percent

79.00%

average market cap

N/A

portfolio age

0 Yrs, 11 Months

sip

Available

stp

Available

Fee Structure

Fixed Fee

AMC: 0.8%

Variable Fee

AMC: No Option

Hurdle: BSE 500 TRI

Profit Sharing: 20% of profits above BSE 500 TRI

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)