Affluense AI AFFLUENSE

Pure Alpha

Wave Asset Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
20 March 2024
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy utilizes a diversified approach by combining various investment styles and temporal perspectives. It integrates fundamental analysis of individual securities with a broader assessment of economic sectors and global market allocations. The portfolio is characterized by concentrated holdings in two distinct categories: companies exhibiting sustained long-term growth potential and undervalued assets selected for their capital preservation qualities.

Investment Objective

The Pure Alpha strategy aims to achieve sustained, risk-adjusted superior returns through investments in publicly traded equities and collective investment schemes. This methodology focuses on identifying and holding undervalued securities across diverse investment horizons to capitalize on market inefficiencies.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.29% -0.24% -1.05%
3 MONTHS -0.22% 5.02% -5.24%
6 MONTHS 4.32% 1.63% 2.69%
1 YEAR 12.69% 7.63% 5.06%
SINCE INCEPTION 13.04% 12.41% 0.63%

Calendar Year Performance

Year Return
CY 2025 12.69%

Financial Year Performance

Year Return

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

Fund Managers

Rohan Agarwal

Fund Manager

With over fifteen years of dedicated experience in capital markets, encompassing asset management, financial advisory services, and mergers and acquisitions (M&A), Rohan brings a comprehensive skill set. Previously, he was registered with SEBI as an Investment Adviser and was also a co-founder of Moneyjar, a pioneering investment platform. His expertise at Wave extends beyond fundamental stock selection, incorporating a strategic emphasis on macroeconomic trends and robust asset allocation frameworks. Rohan holds a Bachelor of Arts in Economics and a Master of Science in Finance from the University of Illinois at Urbana-Champaign (UIUC), USA.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

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

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 15% Profit share on profits

Exit Load

Year 1: 1%

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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)