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Alpha Growth Fund

Managed by Alpha Capital Advisors

GROWTH
PMS
TOP PERFORMER
LARGE CAP

Returns (Since Inception)

19.85%CAGR

AUM

29K CrINR

Min Investment

50.0 LINR

Investment Approach

A high-conviction growth strategy targeting companies with sustainable competitive advantages and strong earnings growth potential. The fund focuses on businesses with superior return on equity, consistent earnings growth, and strong management teams across market capitalizations.

Inception Date2018-03-15
BenchmarkNifty 50
Fee Structure
Fixed Management Fee2% p.a.
Performance Fee20% of profits above 12% hurdle
Exit Load3% if redeemed < 1yr, 2% < 2yr, 1% < 3yr
Risk Metrics

Volatility

18.3%

Beta

1.12

Downside Capture

82%

Upside Capture

118%

RM

Rakesh Mehta

Principal Officer

25+ years in Indian equities. Former CIO at a leading AMC. Known for concentrated high-conviction bets.

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Disclaimer

Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Key Numbers

Sharpe Ratio1.82
Max Drawdown-18.3%
Min Investment50.0 L
Lock-in Period1 Year
Risk LevelHigh

Investor Reviews (142)

Rajesh K.
Verified
15/1/2026

Exceptional returns over 3 years. The team's stock selection is outstanding and the monthly reports are very detailed.

Meena S.
Verified
20/12/2025

Good performance but the management fees are on the higher side. Returns have been consistent though.