IDFC PMS

• IDFC AMC introduced a pioneering and unique PMS powered by AI (Artificial Intelligence) in 2017, bringing AI techniques in equity fund management to Indian investors.
• Total AUM is $ 10,188,811USD
• The PMS product is a focused portfolio of large and mid-capitalized stocks from the S&P BSE 200 index stock universe combining Machine Learning based investment process with PortfolioManager Expertise.

• Mr. AnoopBhaskar is the fund manager for IDFC PMS. He has aced up his sleeves with a rich experience of 15 years in the given sector of finance management. He has possessed the degree of MBA and is no doubt a big champion in his field. Approximately Rs. 1,000 cr. is the AUM value held by the Fund Managers of IDFC PMS.
• The Fund Managers look after more than 150 PMS clients. The clients are merrily making investments with IDFC PMS for a minimum period of 3 years as the term of tenure.

• Dr. Chetan Mehra joined IDFC AMC in March 2019. He is a Quantitative Portfolio Manager and Data Scientist with about two decades of experience in quantitative analysis and in building trading models for global markets. He specializes in machine learning and extracting information out of data for prediction. Dr. Mehra holds a Ph.D in Computer Science (specializing in multi-agent systems for financial markets) from the University of Southampton. Chetan is also a MBA from university of Leeds, London.

IDFC Neo Equity Portfolio follows an Artificial Intelligence (AI) – Machine Learning (ML) based investment process. The portfolio is agnostic to any one specific theme or investment style. Machine learning is a field of computingwhere in the algorithms have the ability to learn from data and make predictions.

Investment Strategy

https://top10stockbroker.com/portfolio-management-services/idfc-pms/

IDFC Large Cap Strategy:

The aim of this strategy is to attain capital appreciation by investing in Indian companies or sectors that have potential for growth.

For the most part they prefer to make investments in companies that have intentions to grow earnings at a fast pace and are reasonably priced.

The process involves active sector rotation generating an alpha to primarily identify key macroeconomic and sectoral themes.

This would in turn subsequently help identify stocks that will benefit from the same. In simple words making investment in companies that have a proven track record, quality management and good growth potential.

IDFC Diversified Strategy

This strategy aims to seek benefit from the long-term compounding effect on investments by making reservations in stocks irrespective of index movements.

IDFC Small – Midcap Cap Strategy

This strategy aims to procure large cap, high risk and return along with dynamic stocks which in turn would help in enhancing your portfolio to grow at a very decent pace.

In addition to this IDFC PMS broking house has also introduced the IDFC Neo Equity Portfolio, a unique PMS powered by AI (Artificial Intelligence) and Big Data analysis.

In this strategy, the portfolio will analyze data from multiple traditional and non-traditional sources available in the public domain. The data is analyzed to identify stock opportunities. The benchmark is S&P BSE 200 index. The minimum investment size of this model is Rs. 1 crore.