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HDFC PMS

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

IME Strategy Rating

Not under our coverage universe: HDFC PMS is currently not under our coverage universe.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on HDFC PMS

Type: Flexi Cap | GARP | AUM ( cr) | Inc Date (1.0)

Investment Philosophy

IIFL Multi-Strategy Fund aims to invest in equities across market capitalization and themes. The themes are selected and continuously monitored by our experienced investment team.

INVESTMENT PROCESS

  • Theme Selection: Selection of different themes based on internal research, evaluation and macroeconomic factors.
  • Advisor Selection: Appoint Advisors with a strong track record for providing research and leveraging IIFL group’s network.
  • Portfolio Construction: Allocation across various themes with 40-50 stocks ( Allocation to a single theme: Min 20% & Max 40%).
  • Ongoing Monitoring: Review and regular rebalancing of portfolio to capitalize on changing macroeconomic conditions.

 

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
HDFC Ascent
S&P BSE 500 TRI
Alpha (over Broad Mkt BM)
Nifty 500
Alpha (over Category BM)

Fund Managers

HDFC Ascent

Not under coverage: This scheme is currently not under our coverage universe.Not under coverage: This scheme is currently not under our coverage universe.Not under our coverage universe: HDFC PMS is currently not under our coverage universe. Not under our coverage universe: HDFC PMS is currently not under our coverage universe. New Fund: The fund is a new fund, with less than a 1 year track record, and is yet to establish it's track record. The track record of the AMC's other funds or the fund managers longer-term track record, may be considered keeping in mind the relevance of the older track records to this new offering.New Fund: The fund is a new fund, with less than a 1 year track record, and is yet to establish it's track record. The track record of the AMC's other funds or the fund managers longer-term track record, may be considered keeping in mind the relevance of the older track records to this new offering.

AMC

AMC: (click link for detailed AMC review)