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PMS · Non-Discretionary IIFL Asset Management open_in_new

IIFL Emerging Companies PMS

Return (3Y)

19.4% p.a.

Fund Type

Non-Discretionary PMS

As on

March 2026

Benchmark

BSE Midcap 150 TRI

Inception Date

June 2011

Min. Investment

₹50 Lakhs

AUM

₹5,200 Cr

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Fund Manager

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Anup Maheshwari

Chief Investment Officer, IIFL Asset Management

25+ years across mutual funds, PMS & alternatives; IIM Ahmedabad; Chartered Accountant

Anup Maheshwari is a veteran Indian equity fund manager with over 25 years of experience. He previously served as CIO–Equities at DSP Investment Managers and has managed mid-cap strategies with consistent long-term track records across multiple market cycles. He oversees IIFL AMC's entire investment platform including PMS, AIF, and proprietary strategies.

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Investment Approach vs Benchmark

Unlike a passive midcap tracker, IIFL's Non-Discretionary PMS empowers sophisticated investors to co-create their portfolios. Each trade recommendation arrives with a detailed research note — enabling investors to validate the thesis before approving execution. This model is ideal for investors who want expert guidance while maintaining full authority over their own capital.

Metric This Strategy Benchmark
Portfolio Holdings 25–40 stocks 150 stocks
Decision Authority Investor approves each trade Passive rebalancing
Market Cap Bias Mid-Small cap focus Pure Midcap 150
3-Year Alpha (gross) +5.2% p.a. Base (0%)
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Investment Philosophy

Informed Investor Empowerment

IIFL's Non-Discretionary PMS is built on the conviction that sophisticated investors deserve full transparency and control. The research team provides detailed investment theses — but the investor retains the final decision on each trade, creating a genuine partnership where institutional-grade expertise meets investor accountability.

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Primary Research

Every recommendation backed by direct management engagement, supply chain checks, and scenario-based earnings models before any presentation to the investor.

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Investor Veto

Client retains full authority to reject any individual trade recommendation without affecting the rest of the portfolio or their ongoing IIFL relationship.

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Transparency First

Detailed research notes accompany every trade idea: bull/base/bear cases, key risks, position sizing rationale, and estimated holding horizon.

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Mid-Small Cap Alpha

India's mid and small cap segment offers superior earnings growth and underfollowed names — consistent alpha opportunities unavailable in large-cap strategies.

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Strategy Information

The strategy maintains 25–40 stocks with a mid-small cap bias. Recommendations are presented weekly with full investment notes. Clients interact with a dedicated relationship manager and have direct access to the fund management team for quarterly strategy reviews.

Portfolio Size

25–40 stocks

Market Cap Focus

Mid Cap + Small Cap (60–80%)

Typical Holding Horizon

12–36 months

Trade Frequency

5–8 recommendations per quarter

Client Reviews

Quarterly portfolio reviews + monthly reports

Risk Limits

Max 8% single stock; 30% single sector

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Fund Details

SEBI PMS Registration

INP000002213

Strategy Classification

Non-Discretionary – Equity

Holdings Range

25–40 stocks

Management Fee

2.0% p.a. on AUM

Performance Fee

20% above 8% hurdle (high water mark)

Exit Load

1% within 12 months; Nil thereafter

Custodian

Kotak Mahindra Bank

Tax Treatment

Pass-through — STCG 20%, LTCG 12.5%

Reporting

Monthly + on-demand real-time access

Interested in this fund?

Speak with our institutional advisory team for eligibility, documentation, and onboarding.

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