- Manager
- Angel One Investment Managers and Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Ionic Summit Portfolio-Aggressive
₹2 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Angel One Investment Managers and Advisors’ Ionic Summit Portfolio-Aggressive managed ₹2 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹2 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −3.77% | −2.65% | −1.12% |
| 3 months | −1.73% | −0.75% | −0.98% |
| 6 months | +6.33% | +6.55% | −0.22% |
| Since inception | −2.96% | −0.78% | −2.18% |
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
- Mutual funds79.50%₹1.59 Cr
- Listed equity19.50%₹0.39 Cr
- Cash and other1.00%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹1.50 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ionic Summit Portfolio-Aggressive returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.77%; 3 months: −1.73%; 6 months: 6.33%; Since inception: −2.96%.
How much does Ionic Summit Portfolio-Aggressive manage?
₹2 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 Summit Portfolio-Aggressive?
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.
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