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Systematic Equity

Alpha Alternatives Fund Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 July 2021
Min. Investment
₹1,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

"The Scheme targets to outperform the Benchmark* by 5-7% p.a. on gross returns, through: – Equity investments through our proprietary systematic multi-factor investment framework, and – risk management through position sizing and active corporate governance monitoring by investment committee"

Investment Objective

A multi-factor based systematic equity strategy that is rules driven, quatitative reasearch based approach as opposed to a discretionary manager-baised approach focuing on parameters for quality, value and momentum.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance

Calendar Year Performance

Year Return
CY 2024 34.38%
CY 2023 32.36%

Financial Year Performance

Year Return
FY 26_YTD 5.42%
FY 25 14.58%
FY 24 43.48%

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

Fund Managers

Vineet Sachdeva

Fund Manager, PMS

Vineet is an Entrepreneur Partner at AA driving the systematic equity investing business (Elysium). He brings 25+ years of experience in quantitative investments, early stage venture and private equity. He is also an active board member and key stakeholder in several social impact businesses. He previously co-headed the alternative investing business at DE Shaw, and prior to that worked with IDFC Private Equity, JumpStartUp and Citibank. Vineet is MBA from IIM Lucknow and BA Economics from DU

Portfolio Details

Portfolio Composition

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

Top 5 Holdings

  • National Aluminium Company Limited 8.16%
  • Eicher Motors Limited 6.23%
  • Hero MotoCorp Limited 6.09%
  • Maruti Suzuki India Limited 6.03%
  • Affle India Limited 5.53%

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
32.04%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
4 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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