Angel One Investment Managers & Advisors Private Limited

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

Total AUM

₹654 Cr

Years Active

1.8

AUM Change (3M)

+25.0%

AUM Change (1Y)

+213.0%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Ionic Allocate Portfolio-Moderate	Hybrid	₹101 Cr	-3.27%	+16.06%	-	+19.62%	1.20
Ionic Yield Enhancer Strategy	Debt	₹148 Cr	+1.01%	+10.89%	-	+11.66%	-
Ionic Allocate Portfolio-Aggressive	Multi Asset	₹282 Cr	-3.75%	+10.24%	-	+14.61%	0.67
IONIC LIQUID APPROACH - STP	Debt	₹16 Cr	+0.47%	+6.31%	-	+6.48%	-
Ionic Allocate Portfolio-Equity	Equity	₹56 Cr	-2.92%	+5.74%	-	+8.48%	0.14
IONIC PIPE STRATEGY	Equity	₹30 Cr	-4.78%	-7.01%	-	-3.41%	-0.42
Ionic Summit Portfolio - Equity	Equity	₹1 Cr	-2.59%	-	-	+1.01%	-
Ionic Summit Portfolio-Aggressive	Multi Asset	₹2 Cr	-3.77%	-	-	-2.96%	-
IONIC SUMMIT PORTFOLIO-MODERATE	Hybrid	₹0 Cr	-3.85%	-	-	-2.73%	-
Ionic Vantage Portfolio	Equity	₹18 Cr	-0.68%	-	-	+3.16%	-

Ionic Allocate Portfolio-Moderate

Ionic Yield Enhancer Strategy

Ionic Allocate Portfolio-Aggressive

IONIC LIQUID APPROACH - STP

Ionic Allocate Portfolio-Equity

IONIC PIPE STRATEGY

Ionic Summit Portfolio - Equity

Ionic Summit Portfolio-Aggressive

IONIC SUMMIT PORTFOLIO-MODERATE

Ionic Vantage Portfolio