- Manager
- Angel One Investment Managers and Advisors
- Service
- Discretionary
- Asset class
- Equity
Ionic Summit Portfolio-Equity
₹0.51 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Angel One Investment Managers and Advisors’ Ionic Summit Portfolio-Equity managed ₹0.51 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹0.51 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.59% | −6.03% | +3.44% |
| 3 months | −0.66% | −4.91% | +4.25% |
| Since inception | +1.01% | −6.35% | +7.36% |
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 funds80.39%₹0.41 Cr
- Listed equity17.65%₹0.09 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.50 Cr
- Turnover, month
- 0.03×
- 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-Equity returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.59%; 3 months: −0.66%; Since inception: 1.01%.
How much does Ionic Summit Portfolio-Equity manage?
₹0.51 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-Equity?
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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