Scheme Rating
IME Scheme Rating
The Scheme does not meet our selection criteria at this time
Quant Based Invesment Approach: Invest PMS follows a quant approach, based on their proprietary INVasset AIID software. The focus is on growth & quality over-valuations. Portfolio construction is driven by companies meeting one out of 4 core elements – Deep Discount, Momentum & Trends, Shining Stars (high-quality franchises), and Safety Shells (portfolio protection or hedging in exuberant market conditions). But the strategy is still a relatively young strategy (launched only in Jan-2020). A quant strategy can only be evaluated once it has matured, as the value of the algorithm can be better understood across different market conditions.
IME Strategy Rating
Not a recommended AMC: InvAsset PMS is still relatively nascent and sub-scale, and its core founder is still in the process of developing his credentials as a fund manager.
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 Invasset PMS
Trailing Performance
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|
InvGrowth | 96.57 | -3.2 | 47.2 | 35.2 | ||||||
S&P BSE 500 TRI | 26.6 | 4.8 | 30.3 | 18.3 | ||||||
Alpha (over Broad Mkt BM) | 70 | -8 | 16.9 | 16.9 | ||||||
Nifty Midcap 150 | 43.7 | 1.8 | 45.1 | 23.9 | ||||||
Alpha (over Category BM) | 52.9 | -5 | 2.1 | 11.3 |
Fund Managers
InvGrowth
AMC
AMC: (click link for detailed AMC review)
Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.