✔ 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 January 2025 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | -3.5% | -3.4% | -0.1% |
| 3 Months | -6.6% | -4.8% | -1.8% |
| 6 Months | -10.6% | -8.2% | -2.4% |
| 1 year | 16% | 9.7% | 6.3% |
| 2 years | 44.3% | 21% | 23.4% |
| 3 years | 31.9% | 14.2% | 17.7% |
| 4 years | 34.6% | 18.7% | 15.9% |
| Since Inception (Feb 2020) | 35.6% | 18% | 17.6% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
