Angel One Investment Managers & Advisors Private Limited — PMS strategies
Angel One Investment Managers & Advisors Private Limited is a SEBI-registered portfolio manager running 20 strategies in our tracker, holding ₹1,294 Cr in aggregate AUM across the 16 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 20 strategies from Angel One Investment Managers & Advisors Private Limited
- Ionic Allocate Portfolio-AggressiveHybrid₹282 CrAUM—3Y
- Ionic Large Value PortfolioHybrid₹271 CrAUM—3Y
- Ionic Yield Enhancer StrategyHybrid₹148 CrAUM—3Y
- Ionic Sharpe One Strategy₹147 CrAUM—3Y
- Ionic Co-Pilot PortfolioHybrid₹126 CrAUM—3Y
- Ionic Allocate Portfolio-ModerateHybrid₹101 CrAUM—3Y
- Ionic Allocate Select PortfolioHybrid₹90 CrAUM—3Y
- Ionic Allocate Portfolio-Equity₹56 CrAUM—3Y
- IONIC PIPE STRATEGY₹30 CrAUM—3Y
- Ionic Vantage Portfolio₹18 CrAUM—3Y
- IONIC LIQUID APPROACH - STPHybrid₹16 CrAUM—3Y
- Ionic Yield Enhancer Strategy NDPMSHybrid₹6 CrAUM—3Y
- Ionic Summit Portfolio-AggressiveHybrid₹2 CrAUM—3Y
- Ionic Summit Portfolio - Equity₹1 CrAUM—3Y
- IONIC SUMMIT PORTFOLIO-MODERATEHybrid₹0 CrAUM—3Y
- Ionic Autopilot PortfolioHybrid₹0 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 30 Sep 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.