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 ₹1,088 Cr in aggregate AUM across the 14 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 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₹221 CrAUM—3Y
• Ionic Sharpe One Strategy₹191 CrAUM—3Y
• Ionic Yield Enhancer StrategyHybrid₹145 CrAUM—3Y
• Ionic Large Value PortfolioHybrid₹140 CrAUM—3Y
• Ionic Co-Pilot PortfolioHybrid₹100 CrAUM—3Y
• Ionic Allocate Portfolio-ModerateHybrid₹82 CrAUM—3Y
• Ionic Allocate Select PortfolioHybrid₹81 CrAUM—3Y
• Ionic Allocate Portfolio-Equity₹55 CrAUM—3Y
• IONIC PIPE STRATEGY₹44 CrAUM—3Y
• IONIC LIQUID APPROACH - STPHybrid₹17 CrAUM—3Y
• Ionic Yield Enhancer Strategy NDPMSHybrid₹7 CrAUM—3Y
• Ionic Vantage Portfolio₹3 CrAUM—3Y
• Ionic Summit Portfolio-AggressiveHybrid₹2 CrAUM—3Y
• Ionic Summit Portfolio - Equity₹1 CrAUM—3Y
• IONIC LIQUID APPROACH NDPMSHybrid—AUM—3Y
• Ionic High Grade Debt StrategyHybrid—AUM—3Y
• Ionic Navigator Portfolio—AUM—3Y
• Ionic Navigator Portfolio-Midcap—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 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.