IDFC Neo Equity Portfolio

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

IDFC AMC, which was founded in 2000, is one of India’s top asset managers, with an average AUM of about Rs. 1,20,000 crores as of December 2020, spread over more than 60 mutual fund schemes. It has a seasoned investment team with a strong presence on the ground in over 46 cities, as well as investors in over 375 cities and towns across India. IDFC AMC is dedicated to assisting savers in becoming investors and building wealth. To help achieve this goal, the AMC provides a variety of carefully created investment products in stocks, fixed income, and liquid alternatives, all of which are designed to deliver performance that is consistent with their well-defined objectives.

Fund Snapshot

Year of Inception 2017
Number of Stocks Around 35
Investment Horizon Medium to Long Term
Fund Managers Dr.Chetan Mehra

About Fund Manager

Dr. Chetan Mehra has a Ph.D. in Computer Science, and his thesis is centred on using data science to build smart portfolios. Expert in Wealth Management, Quantitative Strategy, and Derivatives Research with over two decades of experience

Unique Feature

 Invest in good companies with good management at fair prices

Investment Philosophy

The Neo investment method is designed in such a way that the Portfolio Manager is able to identify filters and exclude stocks from the S&P BSE 200 universe. This assists the AI system in selecting the best stocks with the best risk-reward balance and allocating weights algorithmically.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.