Angel One Investment Managers & Advisors Private Limited — PMS strategies
Angel One Investment Managers & Advisors Private Limited is a SEBI-registered portfolio manager running 18 strategies in our tracker, holding ₹1,069 Cr in aggregate AUM across the 17 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 18 strategies from Angel One Investment Managers & Advisors Private Limited
- Ionic Allocate Portfolio-AggressiveHybrid₹184 CrAUM—3Y
- Ionic Large Value PortfolioHybrid₹184 CrAUM—3Y
- Ionic Sharpe One Strategy₹176 CrAUM—3Y
- Ionic Yield Enhancer StrategyHybrid₹151 CrAUM—3Y
- Ionic Allocate Select PortfolioHybrid₹96 CrAUM—3Y
- Ionic Co-Pilot PortfolioHybrid₹83 CrAUM—3Y
- Ionic Allocate Portfolio-ModerateHybrid₹68 CrAUM—3Y
- Ionic Allocate Portfolio-Equity₹56 CrAUM—3Y
- IONIC PIPE STRATEGY₹45 CrAUM—3Y
- IONIC LIQUID APPROACH - STPHybrid₹14 CrAUM—3Y
- Ionic Yield Enhancer Strategy NDPMSHybrid₹7 CrAUM—3Y
- Ionic Summit Portfolio-AggressiveHybrid₹2 CrAUM—3Y
- Ionic Vantage Portfolio₹2 CrAUM—3Y
- Ionic Summit Portfolio - Equity₹1 CrAUM—3Y
- IONIC LIQUID APPROACH NDPMSHybrid₹0 CrAUM—3Y
- Ionic Navigator Portfolio₹0 CrAUM—3Y
- Ionic Navigator Portfolio-Midcap₹0 CrAUM—3Y
- Ionic High Grade Debt StrategyHybrid—AUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.