✔ Default Position
Alpha Fund
The fund strategy endeavours to generate superior risk-adjusted returns, in varying market conditions, by investing in large Mid-Caps within a broad Multi-Cap allocation strategy.
Ideal long-term investment option for investors to build a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.
✔ Large Cap – 0–60%
✔Mid Cap – 20-30%
✔Small Cap – 0-30%
✔ 15-20
✔ BSE 500
Alpha Fund’s Performance
| 31st August 2023 | Portfolio | S&P BSE 500 TRI | Outperformance |
|---|---|---|---|
| 1 Month | 6.35% | -0.61% | 6.96% |
| 3 Month | 20.00% | 7.73% | 12.27% |
| 6 Month | 33.92% | 17.34% | 16.58% |
| 1 Year | 33.41% | 11.34% | 22.07% |
| 2 Year | 23.20% | 9.15% | 14.05% |
| 3 Year | 34.49% | 23.33% | 11.16% |
| Since Inception | 35.16% | 17.49% | 17.67% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
