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IIFL Equity Opportunities Fund- Category III AIF

About IIFL Asset Management

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.

Key People

Mr. Mehul Jani
Mr. Mehul Jani Senior Executive VP & Fund Manager- Listed Equity

Investment Objective

The investment objective of IIFL Equity Opportunities Fund- Category III AIF is to provide an opportunity to invest in good businesses going through bad times. The scheme will follow a Bottom up stock selection and portfolio construction approach – ability to invest across market capitalization.

IIFL Equity Opportunities Fund- Category III AIF will also look at Special Situations – resulting in value unlocking/re-rating opportunities. Ability to invest across Pre-IPO opportunities (max up to 20%, typically 5-10%).

Investment Philosophy

The investment philosophy of IIFL Equity Opportunities Fund- Category III AIF is to take advantage of business cycles + special situations and form a diversified portfolio of companies with improving fundamentals/increasing ROE and high margin of safety.

Attractive investment opportunities tends to emerge amidst high volatility. Recent volatility arising from multiple macro- economic headwinds and geopolitical events has put select businesses/sectors under stress thus providing a large pool of attractive investment opportunities.

IIFL Equity Opportunities Fund- Category III AIF follows a disciplined approach and strong analysis to identify companies going through a short term down cycle with high margin of safety and re-rating potential aided by business cycle catalysts or special situation events

Investment Strategy

The investment strategy of IIFL Equity Opportunities Fund- Category III AIF follows the SCDV framework:

  • Seculars: BSE 200 Weight – 20%
  • Cyclicals: BSE 200 Weight – 16%
  • Defensives: BSE 200 Weight – 32%
  • Value Traps: BSE 200 Weight – 32%

 

The portfolio construction process of IIFL Equity Opportunities Fund- Category III AIF is explained below:

  1. Investment Universe: 575 stocks
  2. Watchlist: 360 stocks
  3. Active Coverage: 290 stocks
  4. Analyst Recommendations: 80 stocks
  5. Model Portfolio: 40 stocks

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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