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IIFL Asset Logo

IIFL Phoenix PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception 1-Jan-2021
Number of Stocks 40
Alpha (1Y) 13.94%
Beta (1Y) 0.93

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. Anup Maheshwari
Mr. Anup Maheshwari CIO, Joint – CEO

Investment Objective

IIFL Phoenix Portfolio intends to create a portfolio of such businesses with an established track record, which have the potential to see a sharp improvement in fundamentals in the future.

Investment Strategy

IIFL Phoenix Portfolio intends to create a portfolio of such businesses with an established track record, which have the potential to see a sharp improvement in fundamentals in the future.

Investment Philosophy

The investment strategy of IIFL Phoenix PMS is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in businesses having long-term track record where profitability and growth have been impacted by short term cycles.

Businesses usually may witness cycles of disruption or downturns due to many factors. Firms counter-act to these downturns to stabilize business by acting on suitable strategic, organizational, operational or financial changes. The investment manager would target such opportunities having long-term mean reversion capability, having potential for sharp improvement in fundamentals. Portfolio construction shall have higher proportion in the three quadrants, Cyclical, Defensive and Value Trap where portfolio securities may have the trajectory of PAT and ROE growth to move to Secular quadrant.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
360 ONE Phoenix Portfolio3.19%18.83%21.63%47.33%23.83%25.66%25.58%
BSE 500 TRI1.92%17.88%16.20%33.42%16.47%21.89%-

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Limited 9.47
Axis Bank Limited 6.57
State Bank of India 5.22
Sun Pharmaceutical Industries Limited 4.53
ITC Limited 4.50
Maharashtra Seamless Limited 4.37
Aegis Logistics Limited 3.89
Bharti Airtel Limited 3.12
Coal India Limited 2.93
Fairchem Organics Limited 2.78
Top 10 Equity Holdings 47.38

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 47.20
Mid Cap 10.50
Small Cap 38.40
Cash 3.90

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of 360 ONE PMS

What to expect from IIFL Phoenix PMS?

IIFL Phoenix PMS invests in businesses which have long term track record where profitability & growth may have been impacted by short term cycles. The Fund intends to benefit from improvement in fundamentals of these stocks which will lead to potential re-rating & mean reversion.

Who should invest in this PMS?

The clients who are looking for high returns by taking calculated high risk.

Which is the best company through which an investor can invest in IIFL Phoenix PMS?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.

Disclaimer

#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 23.


Do Not Simply Invest, Make Informed Decisions

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