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Fund Snapshot
| Parameter | Details |
|---|---|
| Benchmark | BSE 500 TRI |
| Strategy Name | Equity |
| Product Name | Equity |
| Date of Inception | 16/10/2024 |
| Age | 1.6 Years |
| Minimum Investment | ₹50,00,000 |
Fee Structure
| Type | Details |
|---|---|
| Fixed Fees | AMC Charge: 2% |
| Variable Fees Options | AMC: 1% or 0.5% or 0.5% |
| Performance Fee: 15% or 10% or 20% | |
| Hurdle Rate: 12% or 0% or 10% |
Exit Load
| Period | Charge |
|---|---|
| 1st Year | 1% |
Investment Objective & Strategy
| Focus Area | Description |
|---|---|
| Wealth Generation | Long-term capital growth through disciplined equity investing |
| Risk Management | Tactical allocation and strategic hedging to manage volatility |
| Factor-Based Approach | Exposure to value, volatility, quality, momentum, alpha, dividend, and size factors |
| Hedging Strategy | Active use of derivatives to mitigate market-wide and stock-specific risks |
How the Portfolio Comes Together
Every portfolio under this approach is built through a layered process:
Understanding What Matters First
It begins with aligning on key factors—return expectations, investment horizon, and risk comfort. This isn’t just a formality; it directly shapes allocation decisions.
Constructing with Intent
Investments are selected based on a combination of sector outlook, company strength, and valuation comfort. The idea is not to overcomplicate, but to stay selective.
Staying Actively Engaged
Markets evolve, and so does the portfolio. Positions are reviewed continuously, with adjustments made when the underlying thesis changes—not just because prices do.
What Sets This Approach Apart
There’s no shortage of investment products out there. What differentiates this one is how it’s managed day-to-day:
- Clarity over complexity – You know what you own and why
- Measured activity – Not overly churn-heavy, but not passive either
- Adaptive positioning – Portfolios are responsive, not reactive
- Alignment of intent – Strategy remains consistent with the original mandate
Benefits of PMS
1. Customization
Every portfolio is designed around your specific financial goals.
2. Transparency
You can see exactly where your money is invested.
3. Flexibility
Portfolios can be adjusted based on changing market conditions or personal needs.
4. Professional Management
Backed by experienced fund managers and research teams.
5. Potential for Higher Returns
Active management allows for opportunities beyond passive investment routes.
Designed for a Certain Kind of Investor
This isn’t built for everyone—and that’s intentional.
It tends to resonate more with investors who:
- Prefer a focused and actively managed portfolio
- Understand that markets require time and patience
- Value transparency over abstraction
- Are comfortable with a strategy that evolves with market conditions
Explore PMS Beyond the Usual Shortlist
Most investors end up choosing from a handful of well-known strategies—not because they’re the best fit, but because they’re the most visible.
At AltPort Funds, the approach is different. With access to 1600+ PMS strategies across themes, styles, and risk profiles, the focus is on helping you identify what actually aligns with your portfolio—not what’s trending.
Whether you’re looking for consistency, high-conviction portfolios, or differentiated strategies, the right PMS isn’t about picking fast—it’s about picking right.
Start a conversation to explore what fits your portfolio, not just the market narrative.
