A selection of competitive stocks that aim to give you superior risk adjusted returns.
Investment Rationale
Alpha Core and Satellite fund is a classic blend of Core Long Term Investment Portfolio and Satellite Tactical Portfolio. The portfolio shall invest into high quality growth business that can deliver superior risk adjusted returns over medium term to long term.
The Core portfolio shall invest in long term secular growth business and intends to own those business for long term. The fund shall invest in companies which are amongst leaders in their industry, have strong competitive edge and can generate superior ROCE.
At the same time, the satellite portfolio shall focus on cyclical business or sectoral rotation so as to focus on companies that are likely to benefit from the current economic cycle. In an economy, different sectors tend to perform differently at any given point in time. While some of sector may witness high growth, the others may be ailing. Satellite fund aims to invest in companies which are set to benefit the most in current economic cycle. The objective is to invest in companies to benefit from conducive growth environment in medium term. The portfolio aims to stick with the winners of upcoming business cycles.
Performance
Unlock all metrics
As per applicable guidelines, returns stay locked unless you ask to view them
About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 2,50,000
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 2,50,000
Get access for 2.50% of inv. value
Get access for 2.50% of inv. value