IIFL Asset Management was the first to introduce Alternative Investment Funds (AIF) in India. Their alternative funds go beyond the conventional investment market and embrace unique possibilities regardless of borders. AIFs provide their investors with the opportunity to get off the track and invest in securities that are not open to the general public. Real estate, venture capital, hedge funds, commodities, pre-IPO placements, and derivative contracts can all help diversify a portfolio, reduce risk, and increase returns. AIFs can invest in listed equities, but the structure allows for investments in securities that are not available through a mutual fund platform.
|Year of Inception|
|Number of Stocks||15-20|
|Investment Horizon||3-5 years|
|Fund Managers||Anup Maheswari & Mitul Patel|
IIFL Asset Management provides efficient, solid and profiting portfolio services. The Portfolio Management services help minimise the risk and volatility so that the benefits for their clients are maximum.
They work with investment experts who are educated and experienced in the industry, and they adhere to their core values of value, honesty, and trust. They provide significant alpha above the index or conventional mutual fund norms by exploiting market inefficiencies inaccessible to retail investors.
Their fees and management fee structure are straightforward and less expensive than the typical equity mutual fund’s expense ratio. Their investors can reap the maximum benefit of competent and ethical portfolio management when they have this degree of transparency and customisation.
This firm prefers performance-based pay over fixed management fees for some of its funds. With insights, expertise, and governance best practices provided by an external group, the investment team is assisted by an external unit.
They provide long-term wealth management for their investors through a unique corporate structure, ensuring that managers and employees stake in the company. Their fiduciary approach puts trust before profit because of their investor-first mentality.
The IIFL Phoenix Portfolio is a proposed investment strategy that seeks to assemble a portfolio of businesses with a proven track record, some of which have the potential for significant progress in fundamentals in the future.
IIFL Phoenix provides a complete analysis of any company’s fundamentals while also factoring in unexpected changes to the fundamental data. This involves using proprietary algorithms and complicated statistical models. IIFL Phoenix PMS’s investment approach is to invest in a portfolio that follows the SCDV framework (Secular, Cyclical, Defensives, Value Trap), which invests in companies with long-term track records that have been impacted by short-term cycles.
Businesses are susceptible to disruption or setbacks for a variety of reasons. Firms respond to sensible strategic, organisational, operational, and financial recommendations to keep business going. The investment manager would seek to invest in such opportunities with long-term mean-reverting capacity, significantly improving fundamentals. Portfolio construction should have higher concentration levels throughout the three quadrants: Cyclical, Defensive, and Value Trap, where portfolio securities may develop a trajectory of PAT and ROE growth to move into the Secular quadrant.
What is the IIFL Phoenix Portfolio?
The IIFL Phoenix Portfolio is a proposed investment strategy that seeks to assemble a portfolio of businesses with an proven track record, some of which have the potential for significant progress in fundamentals in the future.
Who manages the IIFL Phoenix Portfolio?
Anup Maheshwari and Mitul Padia are the joint fund managers for the IIFL Phoenix Portfolio.
What is the investment objective of the IIFL Phoenix Portfolio?
The investment objective of the IIFL Phoenix Portfolio is to generate long-term capital appreciation from a portfolio of businesses with proven ability to progress in fundamentals over the medium term.
What are some of the sectors that the IIFL Phoenix Portfolio invests in?
The IIFL Phoenix Portfolio invests in a diversified mix of sectors, including financial services, healthcare, consumer goods & durables, industrials and information technology.
About Fund Manager
Anup Maheshwari: Chief Investment Officer and Whole-Time Director, IIFL Asset Management
Anup Maheshwari is the Main Investment Officer and Joint-Chief Executive Officer of IIFL Asset Management. Anup is in charge of the investment and strategy for IIFL AMC’s financial services, including mutual funds and Alternative Investment Funds (AIFs). He’s in the task of implementing an aggressive expansion strategy and product development and devising a creative investment plan.He has over 25 years of expertise in the financial services industry and was a student at the Indian Institute of Management in Lucknow. He has worked with DSP Investment Managers Private Limited (formerly known as DSP BlackRock Investment Managers Private Limited) for more than 21 years, serving as an Executive Vice President and Chief Investment Officer before joining IIFL asset management limited. He was also involved with HSBC Asset Management (India) Private Limited and Merrill Lynch India Equities Fund (Mauritius) Limited, managed by Mauritius-based investment firm Merrill Lynch Global Investments.He was the chief investment officer at HSBC Asset Management from December 2005 until May 2006, when he joined DSP Investment Managers again. Before joining DSP Investment Management’s team, he worked for Chester, a British fund management firm that ran three foreign funds invested in Indian equities. Mitul has 14 years of expertise in research, fund management, private equity advisory, and investment banking. He is also in charge of IIFL AMC’s Portfolio Management Services strategy. He is responsible for developing investment ideas across sectors and market capitalisations and heading research for listed equities. He has been a key figure in establishing IIFL AMC’s research desk and monitoring companies in the chemicals, auto, and pharmaceutical sectors.
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.