✔ 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 October, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | -3.7% | -6.5% | 2.7% |
| 3 Months | -4.3% | -3.6% | -0.7% |
| 6 Months | 11.7% | 8.7% | 3% |
| 1 year | 60.3% | 35.9% | 24.4% |
| 2 years | 49% | 22.1% | 26.9% |
| 3 years | 35% | 15.7% | 19.3% |
| 4 years | 45% | 25.4% | 19.6% |
| Since Inception | 39.8% | 20.3% | 19.5% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
