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.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|BSE 200 TRI||-3.3%||4.6%||15.9%||5.7%||17.9%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|IIFL Wealth & AMC Phoenix Portfolio||Multi Cap||Anup Maheshwari||01 January 2021||2Y 0M||-||BSE 200 TRI||18.1%||40||NA|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||1.84%||7.57%||76.19%||9.41%||1.08||16.32%||0.17||3.87%||0.41||66.67 %|
|Nifty 500||-0.19%||8.11%||7.92%||1.03||0.70%||0.08||66.67 %|
|Nifty Midcap 100||-5.79%||11.29%||5.50%||0.79||-7.46%||-0.77||42.86 %|
|Nifty Smallcap 100||2.89%||18.2%||21.09%||0.66||1.62%||0.12||47.62 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|ICICI Bank Limited||8.87|
|Axis Bank Limited||8.10|
|State Bank of India||5.56|
|Aegis Logistics Limited||4.34|
|Bharti Airtel Limited||3.37|
|Maharashtra Seamless Limited||3.33|
|Equitas Holdings Limited||3.13|
|United Spirits Limited||3.09|
|Sun Pharmaceutical Industries Limited||2.92|
|Top 10 Equity Holdings||47.23|
Market Cap Allocation
From the Founders & Managers of IIFL Wealth & AMC PMS
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.
#Returns as of 31 Dec 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 Sep 22.