IIFL Asset Logo

IIFL Phoenix PMS


Key Attributes

Mr. Anup Maheshwari

Inception Date: 01 January 2021

Portfolio Manager's Name: Anup Maheshwari

Portfolio Manager's Experience & Qualification:

With over 26 years of investment experience, Mr. Anup Maheshwari is the Chief Investment Officer and Joint – Chief Executive Officer of IIFL Asset Management. He is an alumnus of the Indian Institute of Management, Lucknow. 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.

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
Portfolio1.1%-2.7%-1.5%23.1%----20.2%
BSE 200 TRI-0.7%-0.1%-1.6%20.2%----22.8%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Limited 8.81
Axis Bank Limited 6.51
Sun Pharmaceutical Industries Limited 5.19
State Bank of India 4.98
Persistent Systems Limited 4.17
Wipro Limited 3.59
Cyient Limited 3.54
Tata Communications Limited 3.47
United Spirits Limited 3.28
Bharti Airtel Limited 3.23
Top 10 Equity Holdings 46.77

Sector Allocation


Holding %
Financials 27.29
Materials 17.21
Industrials 13.70
Information Technology 11.30
Communication Services 7.26
Health Care 6.22

Market Cap Allocation


Allocations %
Large Cap 51.4
Mid Cap 9.5
Small Cap 37.9
Cash 1.2

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists


Related Investments



Related Videos

Do Not Simply Invest, Make Informed Decisions