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Text Content

About

Businesses

Join Us Media CSR Contact



MUTUAL
FUNDS


PORTFOLIO
MANAGEMENT
SERVICES


ALTERNATIVE
INVESTMENT
FUNDS


PORTFOLIO MANAGEMENT SERVICES


MAN MEETS MACHINE
MEETS MONEY


FIRST TO INTRODUCE ARTIFICIAL INTELLIGENCE & MACHINE LEARNING TO PORTFOLIO
MANAGEMENT SERVICES IN INDIA.

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At IDFC AMC, we understand that sophisticated investors would like to uniquely
customise their investments to meet specific investment objectives. To meet this
objective, IDFC AMC has a Portfolio Management Services (PMS) platform that
allows greater flexibility and higher customisation.

As part of our PMS offering, IDFC AMC launched in July 2017, a pioneering
initiative in bringing Artificial Intelligence and Machine Learning techniques
in equity fund management.




IDFC NEO EQUITY PORTFOLIO




AN ARTIFICIAL INTELLIGENCE POWERED PORTFOLIO SEEKING STEADY OUTPERFORMANCE WITH
LOW VOLATILITY.


ABOUT IDFC NEO EQUITY PORTFOLIO



IDFC AMC INTRODUCED A PIONEERING AND UNIQUE PMS POWERED BY ARTIFICIAL
INTELLIGENCE (AI), BRINGING AI TECHNIQUES IN EQUITY FUND MANAGEMENT TO INDIAN
INVESTORS. THE PMS IS A FOCUSED PORTFOLIO OF LARGE AND MID-CAPITALISED STOCKS
FROM THE S&P BSE 200 INDEX STOCK UNIVERSE COMBINING MACHINE LEARNING (ML) BASED
INVESTMENT PROCESS WITH PORTFOLIO MANAGER EXPERTISE.

UNDER THE SUPERVISION OF AN EXPERIENCED DATA SCIENTIST, THE ML DRIVEN PRODUCT
HAS THE POTENTIAL TO IDENTIFY OPPORTUNITIES TO GENERATE ADDITIONAL ALPHA WHILE
MINIMISING RISK / VOLATILITY OF RETURNS.

Read more

Drag to move around in this section




WHAT IT IS

Artificial Intelligence based Portfolio seeking steady outperformance with low
volatility.

Builds a cohesive team of stocks rather than looking for individual superstars.

Scientific data-driven decision making without preconceived biases.


WHAT IT IS NOT

Quant / Algo Trading Portfolio based on pre-fixed statistical rules.

Portfolio aiming to discover unknown stocks and mid/small/micro-cap
multi-baggers.

Traditional way of investing relying on human expertise (Fund Manager) to
analyse stocks.


NEO INVESTMENT FRAMEWORK - SCORE




SOURCING


SOURCING, SCREENING AND ANALYSING
MULTIPLE DATASETS TO IDENTIFY FACTORS
THAT INFLUENCE RETURNS OF A STOCK.


CLEANING


CLEAN AND CURATE DATA FOR
ANALYSIS TO MEET INVESTMENT
REQUIREMENTS OF GENERATING
POTENTIAL SOURCES OF ALPHA.


OPTIMUM PORTFOLIO


OPTIMUM PORTFOLIO IDENTIFIED TO
BE INCLUDED IN THE PORTFOLIO.


RISK MANAGEMENT


ONGOING RISK MANAGEMENT
OF THE PORTFOLIO TO MAINTAIN
DESIRED RISK-REWARD BALANCE.


EVOLUTION


MACHINE LEARNING PROCESS
CONTINUOUSLY LEARNS AND
KEEPS EVOLVING TO IMPROVE
ITS PORTFOLIO MANAGEMENT
ABILITY.

Neo Investment Process

step 1

The Portfolio Manager may
introduce filters and eliminate
stocks from the S&P BSE 200
universe basis prevailing
market conditions.




step 2

The machine identifies
the right mix of attributes
in stocks. Then selects the
optimal one with the best
risk-reward balance




step 3

Best stocks (as per the machine
output) are algorithmically
assigned weights





HOW A MACHINE LEARNING POWERED PORTFOLIO WORKS


ROLE OF THE PORTFOLIO MANAGER

The Portfolio Manager receives unstructured or semi-structured data and seeks to
identify sources of relevant data which can generate alpha signals.

They then program the Machine Learning techniques which will allow the machine
to analyse the input data.

A risk framework is defined by the Portfolio Manager within which the machine
builds its own models to predict outcomes.


ROLE OF THE MACHINE

The machine can sift through vast quantities of data fed by the Portfolio
Manager and identify historical patterns and complex relationships that are not
obvious to the human eye.

The machine adapts as data changes and learns, while the Portfolio Manager
intervenes only in exceptional circumstances.


ABOUT THE PORTFOLIO MANAGER


DR. CHETAN MEHRA


HEAD – QUANTITATIVE INVESTMENTS

Dr. Mehra is a data scientist with about two decades of experience in
quantitative analysis and in building trading models.


He holds a Ph. D. in Computer Science, Multi-agent Systems in Computational
Finance from the University of Southampton and an MBA in Finance from the
University of Leeds.

His Ph.D. focused on a data science approach to capturing structure in data to
build smart portfolios.

He has managed global futures, equity and multi asset portfolios, as well as had
trading experience in all four asset classes, for listed and OTC instruments in
all liquid markets.

Read more


PORTFOLIO UPDATE WITH FUND
MANAGER COMMENTARY

20222021
JanuaryFebruaryMarchAprilMay


MAY 2022 PORTFOLIO UPDATE DOCUMENT

View document


FUND PERFORMANCE


IDFC NEO EQUITY PORTFOLIO VS BENCHMARK (S&P BSE 200)

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--------------------------------------------------------------------------------

IDFC Neo Equity Portfolio

--------------------------------------------------------------------------------

S&P BSE 200

Performance as on 30th June 2022. The performance disclosure provided herein is
not verified by SEBI.
The performance is based on Time Weighted Rate of Return considering all cash
holdings and investments in liquid fund net of all fees and expenses (including
taxes) at scheme level. Returns presented as absolute returns for < 1 year
period and CAGR for> 1 year period. Investor level return may differ based on
the time of entry, fees structure etc. Past performance may or may not sustain
in the future. There is no assurance or guarantee of returns or performance and
actual returns would depend on market conditions. Portfolio manager’s decision
may not always be profitable or prove to be correct. The Portfolio Manager or
any of their officers, directors, employees, service providers, agents or
representatives will not be liable or responsible in any manner whatsoever if
the targeted returns are not achieved.


STILL GOT QUESTIONS? WE HAVE THE ANSWERS.


WHAT IS PORTFOLIO MANAGEMENT SERVICES (PMS)?

A Portfolio Management Service contains an investment portfolio across asset
classes, serviced by a professional money manager, that can be tailored to meet
specific investment objectives of investors.


DISCRETIONARY

Under these services, the choice as well as the timing of investment decisions
rest solely with the Portfolio Manager. The Portfolio Manager may at times and
at its own discretion, adhere to the views of the client pertaining to the
investment / disinvestment decisions of the portfolio.


NON-DISCRETIONARY

Under these services, the Client directs the Portfolio Manager in making the
desired investment transactions and the Portfolio Manager manages and executes
transactions based on Clients directions.


INVESTMENT ADVISORY

Under these services, the Portfolio Manager advises Clients on investments in
general and any specific advice required by the Clients and agreed upon in the
PMS Agreement. For such services, the Portfolio Manager charges the Client a fee
for services rendered as spelt out in the PMS Agreement. The advice may be
either general or specific in nature and may pertain to a particular portfolio.


WHAT IS THE DIFFERENCE BETWEEN A PMS AND A MUTUAL FUND (MF)?

A MF is an investment vehicle which pools assets from investors with a common
investment objective and invests those in securities, which complement that
objective. The risks & rewards are proportionately shared by all the investors
in the MF.

A PMS, on the other hand, can be customised to suit a client’s investment
mandate. The risks & rewards from the portfolio are borne solely by the investor
for whom the portfolio is being managed.

A PMS, which has greater flexibility and higher customisation vs a MF, is
usually offered as an investment solution to high net worth investors. In a PMS,
securities are held in the investor’s demat account unlike in a MF where assets
across all investors are pooled in a single account.

In a MF, subscriptions / redemptions by one investor may impact the net asset
value of the entire fund. In a PMS, since each investor portfolio is held in a
different account, subscriptions / redemptions in one account do not affect
portfolios of other investors.

An investor can begin investing through a PMS with a minimum ticket size of ₹50
lakh whereas a MF investment can be started with ₹500 (depending on the type of
fund).


WILL SUBSCRIPTIONS BE ACCEPTED IN CHEQUE / RTGS ONLY OR ALSO IN THE FORM OF
SECURITIES?

Subscriptions can be accepted either in cheque / RTGS or also in the form of
securities. However, the manager reserves the right to determine whether the
securities provided by the potential investor are acceptable or not. Typically,
if the securities provided are liquid and not in violation of any grey lists,
then they will be accepted.


WHAT IS THE TAX TREATMENT IN PMS INVESTMENT?

The tax liability of a PMS investor would remain the same as if the investor is
accessing the capital market directly. However, the investor should consult his
tax advisor for the same. The investor will be provided with an audited
statement of accounts at the end of the financial year to aid the investor in
assessing his/ her tax liabilities.

For NRIs as per applicable laws, TDS needs to be deducted post every profit
booking while losses will have to be claimed in the year-end tax returns filing.


HOW CAN I INVEST IN IDFC NEO EQUITY PORTFOLIO?

The minimum investment amount is ₹50 lakh. Subscriptions are accepted on a daily
basis.

An investor can connect with their financial advisor or write to
investor.services@idfc.com or call at +91-22-43422799 for details on opening a
PMS account with IDFC AMC.

Pursuant to SEBI Circular No. SEBI/HO/IMD/DF1/CIR/P/2020/26 dated February 13,
2020, Clients have an option to enter into PMS agreement with the Portfolio
Manager directly from October 01, 2020, without intermediation of persons
engaged in distribution services. At the time of on-boarding of Clients
directly, no charges except statutory charges will be levied.


DOWNLOADS/FORMS


DISCLOSURE DOCUMENT



Download


FINANCIAL TRANSACTION FORM


ADDITIONAL PURCHASE FORM AND REDEMPTION FORM



Download


NON-FINANCIAL TRANSACTION FORM


CLIENT MANDATE CHANGE FORM



Download


INVESTOR CHARTER



Download


INVESTOR COMPLAINTS DATA - DEC 21



Download


INVESTOR COMPLAINTS DATA - JAN 22



Download


INVESTOR COMPLAINTS DATA - FEB 22



Download


INVESTOR COMPLAINTS DATA - MAR 22



Download


INVESTOR COMPLAINTS DATA - APR 22



Download


INVESTOR COMPLAINTS DATA - MAY 22



Download


INVESTOR COMPLAINTS DATA - JUN 22



Download

Non-Resident Indian (NRI) investors, can request the onboarding forms via:

+91-22-43422799

investor.services@idfc.com

Pursuant to SEBI Circular No. SEBI/HO/IMD/DF1/CIR/P/2020/26 dated February 13,
2020, Clients have an option to enter into PMS agreement with the Portfolio
Manager directly from October 01, 2020, without intermediation of persons
engaged in distribution services. At the time of on-boarding of Clients
directly, no charges except statutory charges will be levied.


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Jump to Introduction

Introduction

IDFC Neo Equity Portfolio

What it is/ What it is not

Neo Investment Framework - SCORE

Neo Investment Process

How a Machine Learning powered
portfolio works

Fund Perfomance

FAQ

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