✔ 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 July, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | 7% | 4.4% | 2.6% |
| 3 Months | 16.8% | 12.7% | 4% |
| 6 Months | 29.8% | 19.6% | 10.2% |
| 1 Year | 85.4% | 38.9% | 46.5% |
| 2 Years | 56.8% | 27.7% | 29.1% |
| 3 Years | 36% | 21.1% | 14.9% |
| 4 years | 48.1% | 28.5% | 19.6% |
| Since Inception | 43.9% | 22.5% | 12.4% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
