Systematic Rule based
PMS strategies for your
long term goals.

AlphaBets

AlphaBets’ investing methodology is to blend long term measures of momentum, volatility and trend in a systematic manner and avoid common Behavioral Biases. Our objective is to generate long-term capital growth from an actively managed portfolio of equities Portfolio only includes those stocks which conform to our strict stock selection filters. In this approach robust and disciplined processes guide our actions.

Investment Universe

• Midcap Companies
• Smallcap Companies

View Performance

	AlphaBets	Nifity 50	BAF*
Cy 2021	30.2%	20.0%	13.9%
Since Inception	11.8%	13.1%	10.4%

*Balanced Advantage Fund

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Index Alpha

A suitable core portfolio for investors who are looking to create wealth to meet long term with asset class diversification across equity, debt and gold. Under this approach, we invest via low cost index funds and ETF to take exposure across domestic and international equities as well as debt and gold. We also involve tactical rebalancing in this approach to manage risk during adverse market conditions.

No two people are same, it goes the same for our strategies. Our strategies are customizable as per your goals and requirements.

Core Equity

Under the Core Equity methodology of investment, long-term measures of low volatility, quality, value and momentum are blended in a strategic manner to ensure a robust portfolio. Under the strategy, the portfolio includes only those stocks that are filtered after our strict selection process. These are evaluated on pre-determined frequency and the portfolio is rebalanced.
So, if your goal is growth & wealth creation, Core Equity is a strong anchor to your equity portfolio.