- Manager
- Angel One Investment Managers and Advisors
- Service
- Discretionary
- Asset class
- Equity
Ionic PIPE Strategy
−7.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Angel One Investment Managers and Advisors’ Ionic PIPE Strategy returned −7.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹30.22 crore across its clients.
Key numbers
- AUM
- ₹30.22 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.78% | −5.57% | +0.79% |
| 3 months | −5.77% | −3.59% | −2.18% |
| 6 months | +6.20% | +8.07% | −1.87% |
| 1 year | −7.01% | −2.33% | −4.68% |
| Since inception | −3.41% | +0.15% | −3.56% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.76%₹29.24 Cr
- Cash and other3.24%₹0.98 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹7.83 Cr
- Net, Sep 2026
- −₹7.83 Cr
- Net, FY to date
- −₹13.82 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ionic PIPE Strategy returned?
−7.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.78%; 3 months: −5.77%; 6 months: 6.20%; 1 year: −7.01%; Since inception: −3.41%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.68 percentage points behind.
How much does Ionic PIPE Strategy manage?
₹30.22 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ionic PIPE Strategy?
Angel One Investment Managers and Advisors, a SEBI-registered portfolio manager (INP000009117), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app