✔ 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
| 31st August, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | -0.2% | 1% | -1.2% |
| 3 Months | 14.7% | 12.9% | 1.9% |
| 6 Months | 25.8% | 18.8% | 7.1% |
| 1 year | 73.9% | 41.1% | 32.8% |
| 2 years | 52.3% | 25.3% | 27% |
| 3 years | 38.2% | 18.9% | 19.3% |
| 4 years | 43.4% | 27.5% | 15.9% |
| Since Inception | 42.8% | 22.3% | 20.5% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
