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Reliance Securities Alpha Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Reliance Securities Alpha Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Multi Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 18.61%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Reliance Securities Alpha Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha Growth

Start Date

22 January 2008

Category

Multi Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vikas Rajpal

1 Yr. Return

18.61%

3 Yr. Return

28.63%

5 Yr. Return

7.01%

Reliance Securities Alpha Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

55

Top 5 Stocks%

32.00%

Top 5 Sectors%

74.21%

Portfolio Age

17 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Reliance Securities Alpha Growth PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Reliance Securities Alpha Growth PMS Investment Approach - Portfolio Composition

Large Cap

37.30%

Mid Cap

46.60%

Small Cap

12.50%

Cash & Equivalent

3.60%

Check out Business Opportunities with Similar Brands

Reliance Securities Alpha Growth Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

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