PMS AUM (in Rs. Cr)
5589

No. of PMS Products
3

No. of AIF Products
2

Data as of
31 Mar 2024

IIFL Asset Management is a part of the IIFL Wealth group. IIFL Asset Management is an India-focused, global asset management firm. IIFL Asset Management offers dual capabilities in onshore and offshore asset management. A diversified suite of mutual funds, alternative investment funds and venture capital funds span public and private equities, fixed income securities and real estate. In the listed Space IIFL AMC has made a niche in Multicap Investing space. IIFL AMC is the preferred choice for many HNIs, UHNIs and FIIs coming to India. IIFL AMC has a global presence that is spread across 8 countries.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
360 ONE Phoenix Portfolio Multi Cap01 Jan 2021127851.70%27.19%25.73%24.71%
360 ONE Multicap Advantage Multi Cap01 Dec 201746427.24%10.90%13.96%14.95%11.11%
360 ONE Multicap Multi Cap31 Dec 2014384731.13%13.79%16.75%16.56%15.68%22.54%

Key People

Anup

Anup Maheshwari
Chief Investment Officer and Joint – Chief Executive Officer, IIFL Asset Management

Anup Maheshwari is the Chief Investment Officer and Joint – Chief Executive Officer of IIFL Asset Management. Anup is responsible for the investment and strategy for IIFL AMC’s business including mutual funds and Alternative Investment Funds (AIFs). He plays a key role in meeting the company’s aggressive growth goals as well as product development and devising an innovative investment strategy.

An alumnus of the Indian Institute of Management, Lucknow, he has over 25 years of work experience in the financial services sector. Prior to joining IIFL Asset Management Limited, he has been associated with DSP Investment Managers Private Limited (formerly known as DSP BlackRock Investment Managers Private Limited) for over 21 years as an Executive Vice President & Chief Investment Officer. He was also associated with HSBC Asset Management (India) Private Limited & Merrill Lynch India Equities Fund (Mauritius) Limited.

Anup was the chief investment officer at HSBC Asset Management between December 2005 and May 2006 before returning to DSP Investment Managers. Prior to joining DSP Investment Managers, he had worked for Chescor, a British fund management firm that used to run three offshore funds investing in Indian equities.

Awards & Achievements

• In 2023, Abakkus Asset Manager Growth Fund-I, a Long Only Cat III AIF, was awarded Rank #2 in the Best Long Only Cat III AIF, on 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2023, Abakkus Asset Manager’s Emerging Opportunities Fund-I, a Long Only Cat III AIF, was awarded Rank #1 in the Best Long Only Cat III AIF, on 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2022, Abakkus Asset Manager Growth Fund-I, a Long Only Cat III AIF, was awarded Rank #2 in the Best Long Only Cat III AIF, on 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Abakkus Asset Manager’s Emerging Opportunities Fund, a Long Only Cat III AIF, was awarded the winner in the Best Long Only Cat III AIF, on 1Y Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• Mr. Sunil Singhania has been revered as the amongst the Best Fund manager by Outlook Business in 2016 and 2017 over a 10-year time span.

• Reliance Growth Fund, a midcap oriented fund directly managed by Mr. Sunil has unique distinction of having grown over 100 times in 21 years. Also, the first fund in India to have a NAV of Rs. 1,000+.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
360 ONE Phoenix Portfolio 01 Jan 2021127851.70%27.19%25.73%24.71%
360 ONE Multicap Advantage 01 Dec 201746427.24%10.90%13.96%14.95%11.11%
360 ONE Multicap 31 Dec 2014384731.13%13.79%16.75%16.56%15.68%22.54%

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