Angel One Investment Managers & Advisors Private Limited • Hybrid
Ionic Allocate Portfolio-Moderate is a hybrid portfolio management service (PMS) strategy run by Angel One Investment Managers & Advisors Private Limited, launched on 17 Apr 2025. It manages ₹48.93 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +28.91% over 1 year (+27.88% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹48.93 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)
₹48.93 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
17/04/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+6.39%
3 Months
+12.27%
1 Year
+28.91%
Since Inception
+27.88%
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.