Angel One Investment Managers & Advisors Private Limited

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

Total AUM

₹388 Cr

Years Active

1.3

AUM Change (3M)

+20.6%

AUM Change (1Y)

+540.3%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Ionic Allocate Portfolio-Aggressive	Multi Asset	₹94 Cr	-8.15%	+12.42%	-	+11.78%	0.49
Ionic Yield Enhancer Strategy	Debt	₹150 Cr	+0.87%	+11.44%	-	+11.68%	-
IONIC LIQUID APPROACH - STP	Debt	₹17 Cr	+0.48%	+6.12%	-	+6.39%	-
Ionic Allocate Portfolio-Equity	Equity	₹49 Cr	-8.62%	+1.22%	-	+1.10%	-0.56
IONIC PIPE STRATEGY	Equity	₹41 Cr	-14.00%	-6.49%	-	-9.33%	-0.72
Ionic Allocate Portfolio-Moderate	Hybrid	₹37 Cr	-6.37%	-	-	+21.32%	-
Ionic High Grade Debt Strategy	Debt	-	+1.15%	-	-	+1.90%	-
Ionic Navigator Portfolio	Equity	₹0 Cr	-10.75%	-	-	-17.77%	-
Ionic Navigator Portfolio-Midcap	Equity	₹0 Cr	-10.75%	-	-	-18.80%	-
Ionic Summit Portfolio-Aggressive	Multi Asset	₹0 Cr	-8.38%	-	-	-8.73%	-

Ionic Allocate Portfolio-Aggressive

Ionic Yield Enhancer Strategy

IONIC LIQUID APPROACH - STP

Ionic Allocate Portfolio-Equity

IONIC PIPE STRATEGY

Ionic Allocate Portfolio-Moderate

Ionic High Grade Debt Strategy

Ionic Navigator Portfolio

Ionic Navigator Portfolio-Midcap

Ionic Summit Portfolio-Aggressive