PMS AIF WORLD

               Optimum Portfolio:   AIFs offer more flexibility in the hands of fund managers which allows them to create the optimum portfolio in line with investment objectives. Smart Strategies: AIFs offer smarter investment strategies that aim at generating enhanced risk adjusted returns by use of derivatives, and long short hedging style of investing. Unlisted Exposure: AIFs offer investment options like start up investments through venture capital funds, and private equity investments through PE funds making them right product for investors looking for a diversified and professionally managed portfolio in this space. Focus: AIFs  are diversified to an extent, but not beyond a point and an equity portfolio is composed of 10 - 25 holdings. Also, most funds follow fixed closure schedules. This makes them concentrate on the pool of funds collected and brings focus and increased potential for higher performance. Additionall...

IIFL PMS is one of the best portfolios of the last 3 years. This speaks a lot about the robustness of the investment philosophy as the last 3 years have been a tough period for markets. IIFL PMS follows a very intuitive framework of first dissecting the listed equity market on the basis of corporate earnings. IIFL calls this structure as SCDV framework, whereby S stands for  Seculars  Companies, the ones that witness PAT and ROE growth of more than 15% year on year. C stands for Cyclical Companies, the ones that witness the PAT more than 15%, and ROE less than 15%. D stands for Defensive companies, the ones which witness PAT less than 15%, and ROE more than 15%. And, finally, the Value Traps, the ones which have both PAT and ROE less than 15%. For investors chasing low risk – low return, seculars is the most ideal basket. It comprises of names like HDFC, Kotak, Bajaj, Asian Paints, etc. But, if the idea is to strive for more, one needs to discover “those Outliers” in cycli...