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

30th June 2024 PORTFOLIO S&P BSE 500 TRI OUTPERFORMANCE
1 Month 7.5% 7.1% 0.4%
3 Month 18.7% 11.7% 7.1%
6 Month 28.7% 16.7% 12%
1 Year 82.4% 38.3% 44.1%
2 Year 58.8% 30.9% 27.9%
3 Year 37.1% 19.9% 17.2%
4 Year 48.6% 29.3% 19.3%
Since Inception 42.7% 21.8% 20.9%

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