Angel One Investment Managers & Advisors Private Limited • Equity
Ionic Allocate Portfolio-Equity is an equity portfolio management service (PMS) strategy run by Angel One Investment Managers & Advisors Private Limited, launched on 21 Mar 2025. As of 30 Sep 2026, it manages ₹55.91 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.74% over 1 year (+8.48% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 12.83 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Yajash Mehta.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.92% |
| 3 Months | -0.21% |
| 1 Year | +5.74% |
| Since Inception | +8.48% |
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.
Book an intro callIonic Allocate Portfolio-Equity has a 1-year return of +5.74% and +8.48% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Ionic Allocate Portfolio-Equity returned +5.74% against -7.09% for the Nifty 50 TRI, 12.83 percentage points ahead. Figures as of 30 Sep 2026.
Ionic Allocate Portfolio-Equity is managed by Yajash Mehta at Angel One & Advisors. The strategy manages ₹55.91 Cr of client assets as of 30 Sep 2026.
Ionic Allocate Portfolio-Equity manages ₹55.91 Cr of client assets as of 30 Sep 2026.
The minimum investment for Ionic Allocate Portfolio-Equity is ₹50 Lakhs.
Ionic Allocate Portfolio-Equity was launched on 21 Mar 2025. It has a 1-year track record.
Description
All Angel One & Advisors PMS strategies →Browse all PMS strategies in India →