ANGEL ONE INVESTMENT MANAGERS AND ADVISORS PRIVATE LIMITEDStrategyTearsheet

Know Your PMS · Monthly tearsheet

IONIC SUMMIT PORTFOLIO-AGGRESSIVE

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Sep_20268 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10
Strategy page
CAGR
Needs 12 months
Total return
-2.58%
Max drawdown
-8.38%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
57.14%
Best / worst month
7.2% / -8.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
–0.00%-8.38%7.19%1.33%-0.38%0.59%1.52%-3.77%–––-2.58%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Mar_2026Mar_2026Aug_20268.38%5 mo
Sep_2026Sep_2026Ongoing3.77%1 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
14.50%
Downside deviation
18.39%