IIFL Multicap PMS

IIFL Multicap PMS

Fund Snapshot

Year of Inception 2014
Number of Stocks 29
Investment Horizon Long Term
Fund Managers Mitul Patel

About Fund Managers

Mitul Patel has more than 14 years of experience. He is with IIFL from last 5 years as head of research.

Unique Feature

Low Beta PMS

Investment Philosophy

    • IIFL Multi Cap PMS uses an intriguing and informative mechanism to dissect markets based on precisely this math, namely corporate earnings. This is known as the SCDV system, in which the entire listed market is divided into four quadrants based on the earnings profiles of the firms.
    • Seculars – PAT and ROE greater than 15%
    • Cyclicals – PAT greater than 15% and ROE less than 15%
    • Defensives – PAT less than 15%, ROE greater than 15%
    • Value traps – PAT and ROE are both less than 15%.