Minimum Amt
Monthly SIP Amt
Risk
High
Product Type
Type of Securities
Benchmark
Nifty 50
Period
Market Cap
Fees
2.5% p.a. of your Investment Value + GST
Product Type
Actively Managed Advisory Product
Benchmark
Nifty 50
Market Cap
MultiCap
Type of Securities
Equity
Period
Fees
2.5% p.a. of your Investment Value + GST.
WHAT IS ALPHA
MOMENTUM
The concentrated group of companies in Alpha Momentum have strong earnings momentum and are gaining from sector/economic developments. This portfolio offers the chance to profit from the shifting trends of the sectors.
To ensure that investors may enjoy timely realisation of high quality growth and profits as a consequence of their investments, our experts carefully choose the firms that will be included in the portfolio. The objective of this basket is to ensure creation of investment value, generation of higher returns without being constrained by a volatile market.
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
investment universe process & strategy
Idea Generation
Our Investment Team’s Analysts conduct quantitative and qualitative research on businesses in the investable universe to find promising enterprises. This study include going through company filings and transcripts, networking with industry participants, filtering by financial indicators that we believe are leading predictors of business quality, and much more.
Fundamental Analysis
After identifying a potential company, the Investment Team performs bottom-up fundamental analysis to see if the business has enduring competitive advantages, promising future growth and unit economics, and sound management. This procedure entails reviewing the company filings from the previous few years, the earnings transcripts, the management presentations, and sell-side research to comprehend how the business and its sector function.
Valuation
The Investment Team evaluates the company’s absolute and relative valuation in comparison to their assessment of its long-term intrinsic value after validating the company’s competitive advantages, growth prospects, and management quality.
Portfolio Monitoring
