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PRPEdge Alphaa Focused Small-Cap Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The PRPEdge Alphaa Focused Small-Cap Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL 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 1.07%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

PRPEdge Alphaa Focused Small-Cap Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alphaa Focused Small-Cap Portfolio

Start Date

01 August 2023

Category

SMALL CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Jyoti Prakash

1 Yr. Return

1.07%

3 Yr. Return

NA

5 Yr. Return

NA

PRPEdge Alphaa Focused Small-Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

38

Top 5 Stocks%

28.35%

Top 5 Sectors%

56.42%

Portfolio Age

1 Yrs, 8 Months

SIP

Available

STP

NA

Average Market Cap

Not Disclosed

PRPEdge Alphaa Focused Small-Cap Portfolio PMS Strategy - Cost or Charges

Fixed Fees

1.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (Profit Sharing Over 12%)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

PRPEdge Alphaa Focused Small-Cap Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

96.49%

Cash & Equivalent

2.88%

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PRPEdge Alphaa Focused Small-Cap Portfolio Strategy - Top 5 Sectors

Financial Services

15.07%

Healthcare

8.99%

Automobile and Auto Components

7.44%

Fast Moving Consumer Goods

6.61%

Consumer Durables

18.31%

Customer ratings and reviews of PRPEdge Alphaa Focused Small-Cap Portfolio PMS Strategy

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