Minimum Amt
Rs.
0
Monthly SIP Amt
Rs.
0
Risk
Moderate
Product Type
Actively Managed Advisory Product
Type of Securities
Equity
Benchmark
Nifty 200
Period
Long Term
Market Cap
MultiCap
Fees
2.5% p.a. of your Investment Value + GST
Product Type
Actively Managed Advisory Product
Benchmark
Nifty 200
Market Cap
MultiCap
Type of Securities
Equity
Period
Long Term
Fees
1.25% of Investment Amount Semi-annually
WHAT IS ALPHA
CORE & SATELLITE
Gain from short-term and long-term opportunities with this single strategy that perfectly balances both. Core portfolio supports wealth building by focusing on high-quality businesses for long term and Satellite portfolio attempts to discover earnings and rebalancing with businesses that gain from changing economic cycles. Own companies which are amongst leaders in their industry which can generate superior ROCE and cyclical businesses which would benefit from current economic cycle.
KEY FEATURES
INVESTMENT UNIVERSE,
PROCESS & STRATEGY
- Defined investment universe to include companies with good quality businesses, strong track record and corporate governance
- Confluence of Sector/Company research; Regular expert/ management interaction
- Portfolio Construction based on best ideas on bottoms up basis
- Zero tolerance to minimize Price/Volatility/Liquidity & Quality risk