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Alphabots India Largecap 30

Right Horizons
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
31 March 2023
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

This Large Cap focused fund is designed to achieve superior risk-adjusted returns through the application of an AI Engine for dynamic allocation of its portfolio constituents relative to the benchmark.

Investment Objective

The Smart Alpha strategy fund aims to generate long-term capital appreciation by undertaking investments in listed securities within India. This investment approach is underpinned by an Artificial Intelligence (AI) framework designed to be systematic, scientific, and consistently applicable across diverse asset classes, geographic regions, investment styles, and fund mandates.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.12% -0.28% 0.16%
3 MONTHS 5.62% 6.33% -0.71%
6 MONTHS 1.83% 2.92% -1.09%
1 YEAR 3.63% 11.88% -8.25%
2 YEAR 5.15% 10.97% -5.82%
SINCE INCEPTION 14.13% 17.42% -3.29%

Calendar Year Performance

Year Return
CY 2025 3.63%

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mukul Pal

Fund Manager

Mukul Pal, a New Delhi native, brings over two decades of experience in formulating quantitative investment methodologies for active portfolio management firms internationally. He commenced his professional journey at the Bombay Stock Exchange, providing support to leading Indian financial entities. Subsequently, he broadened his consultancy to encompass European markets, collaborating with asset management companies and the securities divisions of global financial institutions. Mr. Pal holds master’s degrees in Finance and Statistics. He is also accredited with the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) certifications. His notable advancements in financial technology have garnered acknowledgment from MIT, and he has been a featured speaker at distinguished global forums, including the Princeton–Chicago Quant Conference. Furthermore, he has been instrumental in introducing financial innovations to the NASDAQ exchange. Presently, he spearheads a deep technology enterprise in Toronto, focused on delivering sophisticated solutions engineered to generate alpha.

Portfolio Details

Portfolio Composition

Large Cap
91.86%
Mid Cap
5.64%
Small Cap
0.00%
Cash & Equivalent
1.04%

Top 5 Holdings

  • Mahindra & Mahindra Ltd. 7.29%
  • UltraTech Cement Ltd 6.12%
  • Tech Mahindra Limited 4.91%
  • Bajaj Finserv Limited 4.72%
  • Bharti Airtel Ltd. 4.67%

Top 5 Sectors

  • Financial Services 24.25%
  • Automobile and Auto Components 14.20%
  • Information Technology 12.28%
  • Fast Moving Consumer Goods 7.76%
  • Power 7.45%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
27.71%
top 5 sectors percent
65.94%
average market cap
N/A
portfolio age
2 Yrs, 9 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)