facebook

Invasset PMS

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

Type: Flexi Cap | | AUM ( cr) | Inc Date (4.5)

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

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.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.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.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.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.Founder has no past experience in fund management: The founder does not have past experience in fund management, and the fund management track at Invasset is also relatively nascent.Founder has no past experience in fund management:mThe founder does not have past experience in fund management, and the fund management track at Invasset is also relatively nascent.Fund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.Fund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.

AMC

AMC: (click link for detailed AMC review)