We curate a basket of mutual funds that is well diversified across AMCs and managed by
reputed fund managers focused on capturing capital appreciation opportunities across market
caps, sectors and themes.
Large cap and Multi cap funds provide stability and low volatility in the equity portfolios,
through allocations to industry leaders. On the other hand, mid and small cap and
theme-based funds usually provide higher alphas driven by economic factors and cyclical
sector performance.
Equity Managed Accounts provide exposure to an array of well-researched underlying
investments. PMS/AIFs provide access to portfolio strategies that are unique in nature and
not available via the mutual fund route.
PMS/AIFs are normally discretionary-managed portfolios formed with a view to providing
significant capital appreciation over a medium-term horizon. Additionally, investors benefit
from the expertise of high-performing fund managers with strong track records in fund
management.
Phoenix Fund
Avendus Phoenix Fund is a Category – III Alternative Investment Fund that invests in
companies which are likely to profit from operating & financial leverage.
The fund aims at capital appreciation over long term through long-only,
sector-agnostic portfolio.
Avendus India Alpha fund
Avendus India Alpha Fund is a long only multi-cap and sector-agnostic portfolio,
following a bottom-up investment approach.
The primary objective of the fund is investment in high quality businesses that have
a strong management and demonstrating robust growth and superior operational
efficiency.
The Avendus Non-Discretionary PMS Equity Desk is a proposition that generates stock ideas for
investors who want to build a direct equity portfolio, thereby maintaining complete
discretion over the decision-making process.
This proposition is a blend of bottom up ideas generation and top down tactical views based
on macro-economic factors. Our in-house NDPMS desk also helps equity investors streamline
their direct equity portfolio, prune their positions and provide the required advisory on
stocks held.
Our advisory is backed by in-depth research and analysis that is conducted on an ongoing
basis through extensive company meetings, channel checks with competitors, suppliers,
customers, bankers, ex-employees, industry experts, etc.