AIF: MoneyGrow Alpha Fund I

Investment Objective

Generate long term wealth and capital appreciation.

Long only strategy, Investing in listed Equities and opportunistically investing in REITs and Commodities companies.

Outperform benchmark while managing risk .

Dynamic Mix

Select Large caps for stability

Mid caps with upside potential

Small Caps for high growth and alpha generation

Key Criteria

Styled List

  • Strong Corporate Governance
  • Reasonable Valuation
  • High EPS Growth

Dynamic Allocation

Market Strategy

  • Shift allocation based on market conditions
  • Dynamically allocate across market cap.
  • Opportunistically invest in REITs, commodities companies.
  • Highly diversified portfolio.

Alpha Generation

Investment Strategy

  • Bottom-up approach.
  • Identify emerging sub-sectors.
  • Invest in special situations.
  • Capture growth at early stage for significant upside potential.

Direct Onboarding: All clients have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services. Clients can directly approach us by sending an email on sales@moneygrowindia.com

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