IIFL Asset Management is an India focused, global asset management firm which aims to offer unique products to investors that basically covers each investor’s requirement. Investors have diverse needs and IIFL creates a platform to meet those needs for each and every client.
Their portfolio has been designed as high-quality, high-conviction stocks so as to optimize investor's capital largely. The fund managers at IIFL follow a systematic research-oriented approach in order to maximize result.
What makes this asset management company stand out is the fact that they use a benchmark-agnostic approach, which basically means that they do not follow the concept of benchmarks. This further enables them to pick stocks with more flexibility. IIFL offers various schemes across different categories of mutual funds and they invest across various market capitalization.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
— Registered with SEBI, AMFI & BSE
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
| IIFL Focused Equity Fund | Equity | Very High | 1.5% | 5 | ₹3,417 |
| IIFL Liquid Fund | Debt | Moderate | 5.0% | 1 | ₹599 |
| IIFL Dynamic Bond Fund | Debt | Moderate | 4.1% | 4 | ₹453 |
| IIFL Quant Fund | Equity | Very High | 6.4% | -- | ₹92 |
| IIFL ELSS Nifty 50 Tax Saver Index Fund | Equity | Very High | NA | -- | ₹22 |
| IIFL Capital Enhancer Fund | Hybrid | Moderate | 7.8% | -- | ₹172 |
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Now let us jump and check about these top 6 mutual fund schemes.
Fund Performance: The IIFL Focused Equity Fund has given 18.2% annualized returns in the past three years and 15.79% in the last 5 years. The IIFL Focused Equity Fund belongs to the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IIFL Focused Equity Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹3,417Cr |
| 1Y Returns | 1.5% |
Fund Performance: The IIFL Liquid Fund has given 3.81% annualized returns in the past three years and 4.83% in the last 5 years. The IIFL Liquid Fund belongs to the Debt category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IIFL Liquid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹599Cr |
| 1Y Returns | 5.0% |
Fund Performance: The IIFL Dynamic Bond Fund has given 6.07% annualized returns in the past three years and 6.55% in the last 5 years. The IIFL Dynamic Bond Fund belongs to the Debt category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IIFL Dynamic Bond Fund via lump sum is ₹10,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹453Cr |
| 1Y Returns | 4.1% |
Fund Performance: The IIFL Quant Fund belongs to the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IIFL Quant Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹92Cr |
| 1Y Returns | 6.4% |
Fund Performance: The IIFL ELSS Nifty 50 Tax Saver Index Fund belongs to the Equity category of IIFL Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IIFL ELSS Nifty 50 Tax Saver Index Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹22Cr |
| 1Y Returns | NA |
Fund Performance: The IIFL Capital Enhancer Fund belongs to the Hybrid category of IIFL Mutual Funds.
Minimum Investment Amount:
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹172Cr |
| 1Y Returns | 7.8% |
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