About the smallcase

Alpha Wise & Smart fund is a classic blend of “Wise” Long Term Investment Portfolio and “Smart” 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 Wise portfolio shall invest in long term secular growth business and intends to own those businesses 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 Smart 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. Smart 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.

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Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Aug 3, 2021

would be
Alpha Wise & Smart
₹ 139.03
Equity Large Cap
₹ 111.37
SepOctNovDec2022FebMarAprMayJunJulAug100110120130

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.