Angel One & Advisors PMS strategies
Angel One & Advisors runs 12 portfolio management strategies listed with APMI, managing ₹450 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Ionic Yield Enhancer Strategy | Debt | — | ₹151 Cr | — | — | — | ₹50 Lakhs | — |
| Ionic Allocate Portfolio-Aggressive | Multi Asset | — | ₹123 Cr | — | — | — | ₹50 Lakhs | — |
| Ionic Allocate Portfolio-Equity | Equity | Yajash Mehta | ₹55.91 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Ionic Allocate Portfolio-Moderate | Hybrid | — | ₹48.93 Cr | — | — | — | ₹50 Lakhs | — |
| Ionic Pipe Strategy | Equity | Harsh Gupta | ₹30.22 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Ionic Liquid Approach - STP | Debt | — | ₹21.7 Cr | — | — | — | ₹50 Lakhs | — |
| Ionic Vantage Portfolio | — | Abhishek Murarka | ₹17.82 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Ionic Summit Portfolio-Aggressive | Multi Asset | — | ₹1.51 Cr | — | — | — | ₹50 Lakhs | — |
| Ionic Summit Portfolio - Equity | Equity | Yajash Mehta | ₹0.51 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Ionic High Grade Debt Strategy | Debt | — | — | — | — | — | ₹50 Lakhs | — |
| Ionic Navigator Portfolio | Equity | Yajash Mehta | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| Ionic Navigator Portfolio-Midcap | Equity | Yajash Mehta | — | — | — | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS