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PRPEdge Alphaa MPT Plus Fund PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The PRPEdge Alphaa MPT Plus Fund 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 & FLEXI 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 13.95%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

PRPEdge Alphaa MPT Plus Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alphaa MPT Plus Fund

Start Date

11 September 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Jyoti Prakash

1 Yr. Return

13.95%

3 Yr. Return

NA

5 Yr. Return

NA

PRPEdge Alphaa MPT Plus Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

25

Top 5 Stocks%

22.73%

Top 5 Sectors%

74.74%

Portfolio Age

1 Yrs, 7 Months

SIP

Available

STP

NA

Average Market Cap

Not Disclosed

PRPEdge Alphaa MPT Plus Fund PMS Strategy - Cost or Charges

Fixed Fees

0.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (Profit Sharing Over 12%)

Exit Load 1st Year

0.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

PRPEdge Alphaa MPT Plus Fund PMS Investment Approach - Portfolio Composition

Large Cap

58.54%

Mid Cap

31.67%

Small Cap

8.83%

Cash & Equivalent

0.95%

Check out Business Opportunities with Similar Brands

PRPEdge Alphaa MPT Plus Fund Portfolio Strategy - Top 5 Sectors

Financial Services

36.79%

Information Technology

9.82%

Fast Moving Consumer Goods

8.75%

Oil, Gas & Consumable Fuels

11.50%

Capital Goods

7.88%

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