Investment Strategy

Services

001

IFM Large Cap Fund

INVESTMENT OBJECTIVE Our objective of the fund is to invest in a concentrated portfolio of stocks from NIFTY 100 universe emphasizing superior risk adjusted returns to achieve long term capital appreciation.

INVESTMENT APPROACH: Our approach is to invest in high quality large cap stocks with strong fundamentals, stable earnings and market leadership emphasizing capital preservation and wealth creation through active monitoring, sectoral diversification and a long-term outlook.

INVESTMENT STRATEGY: Our strategy is to invest in upto 25 stocks mainly from constituents of NIFTY 100. The portfolio will be invested in market leaders across various sectors. These companies have long track records of good performance in peer groups. The portfolio may also be invested in IPOs (Initial Public Offerings) if deemed suitable and beneficial. In case of high market volatility, the portfolio may be strategically hedged through futures and options.

BENCHMARK: NIFTY 50 TRI

STOCK/ SECTOR EXPOSURE LIMIT CRITERIA:
Sector exposure limit – Nil
Stock exposure limit – 15%

CLIENT SUITABILITY: Investors with an investment horizon of 3-4 years seeking steady moderate market returns with low to moderate risk appetite.

MINIMUM INVESTMENT AMOUNT INR 50 lakhs or such other amount as decided by the Portfolio Manager at its sole discretion, subject to however in excess of the amount to comply with applicable SEBI Regulations.

002

IFM Flexicap Growth Fund

INVESTMENT OBJECTIVE: Our objective of the fund is to invest in a concentrated portfolio of stocks from NIFTY 500 universe emphasizing superior risk adjusted returns to achieve long term capital appreciation.

INVESTMENT APPROACH: Our approach is to invest across market capitalization (large, mid and small cap) adapting to market conditions. It will combine growth, value and opportunistic investing to maximize risk- adjusted returns with flexible allocation based on macro-economic factors, sectoral trends and stock specific fundamentals.

INVESTMENT STRATEGY: Our strategy comprises upto 25 stocks mainly from Nifty 500 Stocks. The portfolio will be invested in companies from various sectors. As mentioned, the exposure will be diversified across market capitalization depending upon the market conditions. The portfolio may also be invested in IPOs (Initial Public Offerings) if deemed suitable and beneficial. In case of high market volatility, the portfolio may be strategically hedged through futures and options.

BENCHMARK: Nifty 500 TRI

STOCK/ SECTOR EXPOSURE LIMIT CRITERIA:
Sector exposure limit:NIL
Stock exposure limit: ~15%

CLIENT SUITABILITY: Investors with an investment horizon of 3-4 years seeking steady market returns with moderate to high-risk appetite.

MINIMUM INVESTMENT AMOUNT: INR 50 lakhs or such other amount as decided by the Portfolio Manager at its sole discretion, subject to however more than the amount to comply with applicable SEBI Regulations.

003

IFM Alphaedge Growth Fund

INVESTMENT OBJECTIVE: Our objective is long-term capital appreciation by investing in diversified equity oriented mutual funds/ETFs across market capitalizations..\

INVESTMENT APPROACH: Our approach is to invest in equity oriented mutual funds from all categories. The selection is based on consistent performance, superior risk-adjusted returns, right valuation and various other parameters of selecting mutual funds.

INVESTMENT STRATEGY: Our strategy is a blend of growth and value investing in equity oriented mutual funds/ETFs. It focuses on capturing opportunities across sectors and market cycles while managing risk and liquidity. In case of high market volatility, the portfolio may be strategically hedged through futures and options.

BENCHMARK: Nifty 500 TRI

CLIENT SUITABILITY: Suitable for investors with a medium to long-term investment horizon (3–5 years), aiming for higher capital appreciation and willing to tolerate moderate market volatility.

MINIMUM INVESTMENT AMOUNT: Portfolio Manager will invest in equity oriented mutual funds. Currently the minimum investment amount is INR 50 Lakhs

004

IFM Capital Safety Yield Fund

INVESTMENT OBJECTIVE: Our objective is to generate stable and predictable returns over the medium to long term by investing in high-quality debt oriented mutual funds/ ETFs with minimal credit and interest rate risk.

INVESTMENT APPROACH: Our approach focuses on investing in best-performing debt mutual funds across all categories delivering superior risk adjusted returns.

INVESTMENT STRATEGY: Our strategy is to invest in high-quality debt oriented mutual funds/ETFs, which are actively managed to take advantage of interest rate movements and yield curve shifts.

BENCHMARK: 10-Year Government Security (G-Sec)

CLIENT SUITABILITY: Ideal for conservative investors looking for stable returns with low to moderate risk, especially those aiming to preserve capital with a 3–5-year investment horizon.

MINIMUM INVESTMENT AMOUNT: Portfolio Manager will invest in debt mutual Funds. Currently the minimum investment amount is INR 50 Lakhs

Investment Objective: Strategy of the fund is to invest in a concentrated portfolio of stocks from NIFTY 100 based companies with Growth Visibility, Strong Moat, Good Corporate Governance and Right Valuations to achieve long term capital appreciation.

Investment Approach: Invests in high quality large cap strong with strong fundamentals, stable earnings and market leadership emphasizing capital preservation and wealth creation through active monitoring, sectoral diversification, and a long-term outlook.

Benchmark: Nifty50 TRI

Stock/ Sector exposure limit criteria

Sector exposure limit – nil
Stock exposure limit – 15%

Client Suitability: Investors with an investment horizon of 3-4 years seeking steady moderate market returns with low to moderate risk appetite.

Investment Objective: The strategy aims to invest in a concentrated portfolio of stocks from large & midcap companies that exhibit growth potential, strong competitive advantages and robust corporate governance to achieve long-term capital appreciation. Investment Approach: This dynamic strategy adjusts according to market conditions. It combines growth, value, and opportunistic investing to maximize risk-adjusted returns, with flexible allocation based on macroeconomic factors, sector trends, and company-specific fundamentals. Benchmark: Nifty 500 TRI Stock/Sector Exposure Limit Criteria: Sector exposure limit: NIL Stock exposure limit: ~15% Client Suitability: This strategy is suitable for investors with a 3-5 year investment horizon, seeking alpha with a mid to high risk appetite.

Investment Objective: To achieve long-term capital appreciation by investing in a diversified equity and equity related mutual funds/ETFs across market capitalizations. Investment Approach: Best equity and equity oriented mutual fund from all categories, selected based on consistent performance, superior risk-adjusted returns, right valuation and various other parameters of selecting mutual funds. Investment Strategy: Blend of growth and value investing equity and equity oriented mutual fund/ETFs. Focuses on capturing opportunities across sectors and market cycles while managing risk and liquidity. Benchmark: Nifty500 TRI Client Suitability: Suitable for investors with a medium to long-term investment horizon (3–5 years), aiming for higher capital appreciation and willing to tolerate moderate market volatility.

Investment Objective: To generate stable and predictable returns over the medium to long term by investing in high-quality debt oriented mutual fund/ ETFs with minimal credit and interest rate risk. Investment Approach: Focuses on investing in best-performing debt mutual funds across all categories delivering superior risk adjusted returns. Investment Strategy: Invests predominantly in AAA-rated corporate bonds, sovereign securities, and other high-quality debt instruments/ETFs. Actively managed to take advantage of interest rate movements and yield curve shifts. Benchmark: 10-Year Government Security (G-Sec) Client Suitability: Ideal for conservative investors looking for stable returns with low to moderate risk, especially those aiming to preserve capital with a 3–5-year investment horizon.