✔ Default Position
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
✔ S&P 500
Alpha Fund’s Performance
| 30st September, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | -0.4% | 2.1% | -2.5% |
| 3 Months | 6.4% | 7.7% | -1.3% |
| 6 Months | 26.3% | 20.2% | 6.1% |
| 1 year | 64.4% | 41.1% | 23.3% |
| 2 years | 53.7% | 28.7% | 25% |
| 3 years | 37.2% | 18.4% | 18.8% |
| 4 years | 46.8% | 28.3% | 18.5% |
| Since Inception | 41.8% | 22.4% | 19.4% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
