India's Top AIF & PMS Investment Consultant

IDFC Neo Equity Portfolio

About Company

IDFC AMC, which was founded in 2000, is one of India’s top asset managers, with an average AUM of about Rs. 1,20,000 crores as of December 2020, spread over more than 60 mutual fund schemes. It has a seasoned investment team with a strong presence on the ground in over 46 cities, as well as investors in over 375 cities and towns across India. IDFC AMC is dedicated to assisting savers in becoming investors and building wealth. To help achieve this goal, the AMC provides a variety of carefully created investment products in stocks, fixed income, and liquid alternatives, all of which are designed to deliver performance that is consistent with their well-defined objectives.

Fund Snapshot

Year of Inception 2017
Number of Stocks Around 35
Investment Horizon Medium to Long Term
Fund Managers Dr.Chetan Mehra

Unique Feature

 Invest in good companies with good management at fair prices

Investment Philosophy

The Neo investment method is designed in such a way that the Portfolio Manager can identify filters and exclude stocks from the S&P BSE 200 universe. This assists the AI system in selecting the best stocks with the best risk-reward balance and allocating weights algorithmically.