Angel One Investment Managers & Advisors Private Limited • Multi Asset
Ionic Allocate Portfolio-Aggressive is a multi asset portfolio management service (PMS) strategy run by Angel One Investment Managers & Advisors Private Limited, launched on 24 Mar 2025. It manages ₹123 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +21.27% over 1 year (+20.22% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹123 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹122.5 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
24/03/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.36%
3 Months
+6.50%
1 Year
+21.27%
Since Inception
+20.22%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.