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Yes Securities Alpha Plus Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 200 and has delivered a 1-year return of 1.71%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Yes Securities Alpha Plus Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Yes Securities’s philosophy of quality and conviction-based investing.

Yes Securities Alpha Plus Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

Alpha Plus Fund

Start Date

20 October 2020

Category

CAT III - LONG SHORT - CONSERVATIVE

Benchmark

BSE 200

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr Ravindra Bhandari

1 Yr. Return

1.71%

3 Yr. Return

3.97%

5 Yr. Return

NA

Yes Securities Alpha Plus Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

4 Yrs, 6 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Yes Securities Alpha Plus Fund AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Yes Securities Alpha Plus Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Yes Securities Alpha Plus Fund Alternative Investment Fund Strategy - Top 5 Sectors

Non Banking Financial Company (NBFC)

Not Disclosed

Oil, Gas & Consumable Fuels

Not Disclosed

Auto & Auto Ancillaries

Not Disclosed

Metal & Minerals

Not Disclosed

Metals

Not Disclosed

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