Angel One Investment Managers & Advisors Private Limited

Multi Asset, Equity, Hybrid, Debt · 10 investment approaches

Total AUM

₹624 Cr

Years Active

1.7

AUM Change (3M)

+31.4%

AUM Change (1Y)

+217.6%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Ionic Allocate Portfolio-Moderate	Hybrid	₹92 Cr	+2.14%	+25.40%	-	+23.87%	1.69
Ionic Allocate Portfolio-Aggressive	Multi Asset	₹264 Cr	+1.93%	+18.11%	-	+18.61%	1.05
Ionic Allocate Portfolio-Equity	Equity	₹56 Cr	+1.96%	+10.93%	-	+11.24%	0.37
Ionic Yield Enhancer Strategy	Debt	₹150 Cr	+0.65%	+10.52%	-	+11.59%	-
IONIC LIQUID APPROACH - STP	Debt	₹14 Cr	+0.53%	+6.32%	-	+6.51%	-
IONIC PIPE STRATEGY	Equity	₹40 Cr	-1.34%	+0.14%	-	-0.67%	-0.27
Ionic Summit Portfolio - Equity	Equity	₹1 Cr	+2.05%	-	-	+3.69%	-
Ionic Summit Portfolio-Aggressive	Multi Asset	₹2 Cr	+1.52%	-	-	+0.84%	-
IONIC SUMMIT PORTFOLIO-MODERATE	Hybrid	₹1 Cr	-	-	-	+1.16%	-
Ionic Vantage Portfolio	Equity	₹5 Cr	+1.03%	-	-	+3.87%	-

Ionic Allocate Portfolio-Moderate

Ionic Allocate Portfolio-Aggressive

Ionic Allocate Portfolio-Equity

Ionic Yield Enhancer Strategy

IONIC LIQUID APPROACH - STP

IONIC PIPE STRATEGY

Ionic Summit Portfolio - Equity

Ionic Summit Portfolio-Aggressive

IONIC SUMMIT PORTFOLIO-MODERATE

Ionic Vantage Portfolio