Built for markets
that don't stand still.
Flexible by design,
ready for evolving
markets
An actively managed Flexi Cap Fund powered by AlphaGrep's Adaptive Multi-Factor investment process.
knows when to
This visual is generated using artificial intelligence
AlphaGrep Mutual Fund | SEBI Registration No.: MF/090/26/16
For more information, contact your Mutual Fund Distributor or visit www.alphagrepmf.ai
What is a Flexi Cap Fund?
One fund. The freedom to invest across the market.
A Flexi Cap Fund invests across large, mid and small cap companies, allowing the portfolio to seek opportunities wherever they emerge instead of being limited to a single segment of the market.
Why AlphaGrep Flexi Cap Fund?
Designed to be flexible. Built on data. Driven by research.
Unlike traditional approaches that rely on a single investing style, AlphaGrep's investment process continuously evaluates multiple factors and market signals to build a portfolio that adapts as markets evolve.
Flexible by Design
Markets change constantly. The investment process is designed to recognise changing market conditions and adapt accordingly.
Multi-Factor Investing
Rather than relying on a single investment style, multiple investment factors work together to identify opportunities across market cycles.
Research-Driven Decisions
Every portfolio decision is backed by quantitative research, technology and data, not subjective market opinions.
How Does it Work?
A disciplined process. Repeated continuously.
Every investment decision follows the same structured approach.
Observe
Continuously analyse traditional investment factors and alternative market signals.
Evaluate
Identify changing market conditions and assess which signals appear stronger.
Construct
Build a diversified portfolio across large, mid and small cap companies.
Adapt
Continuously review and rebalance the portfolio as markets evolve.
Who is This Fund For?
Built for investors looking beyond a fixed approach.
Every investment decision follows the same structured approach.
This fund may be suitable for investors looking for:
Long-term capital appreciation
Equity exposure across large, mid and small cap companies
A data-driven investment approach
About AlphaGrep Group
Global
Offices in 8 countries spanning Europe, North
America and Asia & Co-located in Multiple Global
Exchanges
Global trading capability – Strategies are traded on
more than 30 exchanges globally, via a 24-hour
trading capability
Team
500+ global professionals
200+ research specialists across
science, engineering, mathematics,
statistics and computer science
100+ engineers and tech experts
supporting infrastructure, data and
trading
Assets
AlphaGrep’s strategies currently manage
approximately $1bn across asset management
businesses and via proprietary investments.
AlphaGrep Investment Management Pvt Ltd (AMC)
currently manages two CAT III AIF’s, Long Only PMS &
Offshore Fund domiciled in Gift City
Fund Terms
- Equity and Equity-related instruments of large cap, mid cap and small cap companies: 65%–100%
- Debt and Money Market Instruments: 0%–35%
- Gold and Silver instruments as permitted by SEBI: 0%–35%
- Units issued by InvITs: 0%–10%
Fresh Purchase (including Switch-in): ₹500 and in multiples of Re.1 thereafter.
SIP: ₹500 for Weekly, Fortnightly, Monthly & Quarterly (plus in multiples of Re.1).
Minimum SIP Installments: 6
Exit Load: 1% of the applicable NAV if units are redeemed or switched out within 15 days from the date of allotment.
Nil if units are redeemed or switched out after 15 days from the date of allotment.
Product Collaterals
DISCLAIMER & RISKOMETER
ALPHAGREP FLEXI CAP FUND
(An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks)
This product is suitable for investors who are seeking*:
Scheme Risk-o-meter
Benchmark Riskometer
Nifty 500 Total Return Index (TRI)
(As per AMFI Tier I Benchmark)
- Long-Term Capital Appreciation
- Investment in equity and equity related instruments of companies across market capitalization
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.
Disclaimer: Views expressed herein involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied. This communication is for informational purposes only and should not be construed as investment advice or a recommendation to invest in any scheme/product. There is no assurance or guarantee of returns, capital protection or capital guarantee to investors. Past performance may or may not be sustained in future and is not a guarantee of any future returns. This communication may contain references to algorithmic and data-driven investment approaches, such models are based on historical data and predefined methodologies and are subject to limitations. They do not guarantee performance or eliminate market risks, and outcomes may vary depending on market conditions. It is hereby expressly stated that AlphaGrep Investment Management Private Limited (AMC), AlphaGrep Mutual Fund, its sponsors, trustees, affiliates, officers, employees or representatives do not make any representation or warranty, express or implied, as to the accuracy, completeness or fairness of the information or views contained herein.
Should you have any queries, please reach out to us at
Clientservices@alphagrepmf.ai
AlphaGrep Mutual Fund | SEBI Registration No.: MF/090/26/16
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.