Alphaa Focused Small-Cap Portfolio

EQUITY SMALL CAP

Invests predominantly in small-cap stocks selected through fundamental analysis with an emphasis on value as a factor.

+11.10%

3Y annualised returns

+8.57%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Aug '23

Total AUM

₹16.41Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.0%

Cash0.0%

Equity market cap split

Small Cap99.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.50%

PMS management

PMS house

PRP EDGE WEALTH ADVISORS PRIVATE LIMITED

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