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Systematix Dynamic Investment

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

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.

IME Strategy Rating

Actively Managed MultiCap Strategy: The portfolio is an actively managed concentrated portfolio of not more than 20 stocks. Bottom-up stock picking. Moderate to high equity risk profile. Systematix seeks to invest in a concentrated portfolio of not more than 20 stocks with an actively managed portfolio. Bottom-up stock picking approach. Midcap-oriented Strategy.

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 Systematix Dynamic Investment

Type: Flexi Cap | GARP | AUM (554.2 cr) | Inc Date (13 May 2008)

Systematix Dynamic Investment Portfolio- Investment Strategy

Systematix – Dynamic Investment Portfolio is a mid-cap strategy. Concentrated portfolio of not more than 20 stocks. Bottom-up approach with a bias towards mid-cap.

Trailing Performance

1yr 3yr 5yr Since Inception
Systematix Dynamic Investment 59.3 45.3 31 20
S&P BSE 500 TRI 39.5 19.5 19 0
Alpha over Broad Mkt BM 19.8 25.8 12 20
Nifty 500 38.4 18.1 17.5
Alpha over Category BM 20.9 27.2 13.5

Performance as of: 28-Feb-23 | Inception Date: 13-May-08

Fund Managers

Arpit Agarwal | 3-star rated FM

Director | 23 yrs Experience | 3 yrs at current firm

Past Experience: CIO (Systematix PMS), Co-Founder and Partner (Tamohara Investment Managers), Portfolio Manager (Barclays Wealth India)

Arpit Agrawal is a CA with 17 years of experience in Portfolio Management, Equity Research, and Audit. His past-experience includes CIO (Systematix PMS), Co-founder (Tamohara Invesmtent Managers) and Portfolio Manager at Barclays Wealth Manegement. Arpit is known to be a stock-picker and specialises in the small & mid-cap space. We are a bit concerned about Arpit’s relatively short-tenures at Tamohara & Systematix (~3 years each), despite being at senior/founding roles in these PMS houses.

Fee Structure

Fee StructureFee
Fixed Fee Structure2
Variable Fee Structures0% fixed + 20% above 12% hurdle
Exit Fees1yr(2%)

AMC

AMC: Systematix PMS (click link for detailed AMC review)

Not a Recommended AMC: Systematix PMS is still sub-scale and has yet to prove its standalone investment credentials. We do not recommend investments in Systematix PMS at this time. Additionally, in our rating methodology, PMS firms which have discretionary equity assets of less than 100 cr are typically rated as 1-star, since these have not yet reached a level of sustenance scale. Once they cross this key number, we will reevaluate the rating

Systematix PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

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.