Oro-alpha compounders

EQUITY MULTI CAP

Objective is to compound wealth over a long term.

+15.71%

3Y annualised returns

+13.47%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Nov '22

Total AUM

₹31.35Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity87.4%

Cash12.6%

Equity market cap split

Large Cap43.7%

Mid Cap29.4%

Small Cap14.3%

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

0.00%

PMS management

.S
.Hemal Shah
Fund Manager, Alpha Compounders Strategy
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About

Hemal Shah is the Fund Manager for Alpha Compounders Strategy. He has around 14 years of work experience in financial services and capital markets. He has previously worked with Sharekhan, Angel Broking, Edelweiss Financial Services, ICICI Securities, Aditya Birla Capital and Anand Rathi Securities. In his previous stints, he was a part of PMS Team at Aditya Birla Money and Anand Rathi Shares & Securities Pvt Ltd managing AUM of ~INR 500 crs. He has done his MBA from Welingkar Institute of Management

Experience

Around 14 years of work experience in financial services and capital markets.

Investment philosophy

Specializes in financial services and capital markets with experience in PMS teams.

Previously worked at