Mitul Patel
Head – PMS Investments, HDFC AMC
Mitul has an overall experience of 14 years across areas of research, fund management, private equity advisory and investment banking. Prior to joining HDFC AMC, he was managing the strategies of Portfolio Management Services offered by IIFL AMC. He also headed the research for listed equities and is responsible for generating investment ideas across sectors and market capitalizations. He has been instrumental in setting up the research desk at IIFL AMC and also directly tracked companies in the chemicals, auto and pharma sectors.
PMS Product Performance
| Company Name / Product Name |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IIFL Wealth & AMC Multicap | Multicap | Anup Maheshwari | 31 Dec 2014 | 3461.58 | -2.4% | -5.7% | -4.9% | 17.7% | 33.7% | 19.7% | 16.9% | - | 19.1% |
| IIFL Wealth & AMC Multicap Advantage | Multicap Advantage | Anup Maheshwari | 01 Dec 2017 | - | -2.4% | -5.8% | -5.1% | 14.9% | 27.7% | 18.9% | - | - | 15.5% |
| IIFL Wealth & AMC Phoenix Portfolio | Phoenix Portfolio | Anup Maheshwari | 01 Jan 2021 | - | 1.1% | -2.7% | -1.5% | 23.1% | - | - | - | - | 20.2% |
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