trending_up  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%

20-25

Default Position

S&P 500

Alpha Fund’s Performance

31st May, 2024 PORTFOLIO BSE 500 TOTAL RETURN INDEX OUTPERFORMANCE
1 Month 1.5% 0.8% 0.7%
3 Month 9.7% 5.2% 4.5%
6 Month 28.4% 17.8% 10.7%
1 Year 81.9% 34.7% 47.2%
2 Year 51.6% 23.3% 28.4%
3 Year 36.3% 18.1% 18.3%
4 Year 49.9% 29.7% 20.3%
Since Inception 41.3% 20.3% 20.9%

Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.