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Infinity Asset 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: Infinity Asset 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 Infinity Asset PMS

Type: Flexi Cap | | AUM ( cr) | Inc Date (1.3)

Investment Philosophy

The next billion strategy refers to the population of India living outside the top metros, in Tier II to Tier IV urban cities and semi-urban India. This accounts for 2/3rd of the population.

This section of the population holds particular importance:

  1. The aspirations and requirements of the next billion will be a crucial growth driver for the Indian Economy
  2. Focus on education, electrification, improved connectivity, ease of communication, and access to social infrastructure is improving the consumption pattern
  3. Demand across all consumer categories is growing at a faster pace outside the metros and Tier I cities
  4. Scale and under penetration in this section provide for a secular and multi-decade opportunity

Traits of the NEXT billion: High aspirations, smart workers, achievers, value-conscious, enterprising and access to technology.

The strategy aims to invest in 15-25 companies that are direct beneficiaries of this population’s aspiration and growth.

Trailing Performance

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

Fund Managers

Infinity Mojo Power

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: Infinity Asset PMS is currently not under our coverage universe. Not under our coverage universe: Infinity Asset PMS is currently not under our coverage universe. Nascent Fund: The fund is a relatively new fund, with less than a 3 year track record. The fund is yet to establish a longer-term 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.Nascent Fund: The fund is a relatively new fund, with less than a 3 year track record. The fund is yet to establish a longer-term 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)