Our PMS Strategies
Alpha10
Product Pofile
A large-cap focused strategy investing in high-quality, stable compounders at reasonable valuations. Designed to build a relatively stable portfolio.
Investment Universe
Top 200 companies by market capitalization
Portfolio Size
10 - 20 companies
Benchmark
NIFTY 50 TRI
CAGR since inception (2011)
13.2% (Benchmark: 13.2%)
PicoPower
Product Profile
A mid-cap and small-cap strategy focused on long-term capital appreciation through investments in high-growth businesses.
Investment Universe
Companies ranked 100 - 800 by market capitalization
Portfolio Size
30 - 40 companies
Benchmark
S&P BSE 500 TRI
CAGR since Inception (2011)
21.3% (Benchmark 14.5%)
Dynamo
Product Profile
A small-cap focused strategy targeting long-term capital appreciation by investing primarily in stocks with smaller market cap and high growth potential. Dynamo is designed for investors seeking to capture the higher return potential of India's small cap segment, accepting higher short-term volatility in exchange for superior long-term compounding.
Investment Universe
Companies ranked 200 - 800 by market capitalization
Portfolio size
25 - 35 companies
Benchmark
S&P BSE 500 TRI
CAGR since Inception (2016)
22.2% (Benchmark 15.4%)
AlphaGen
Product Profile
A multi-cap strategy investing across large, mid, and small-cap companies, with dynamic allocation based on market conditions.
Investment Universe
Top 700 companies by market capitalization.
Portfolio Size
Typically 30 - 50 companies
Benchmark
S&P BSE 500 TRI
CAGR since Inception (2015)
12.6% (Benchmark 14.3%)
Our AIF Strategies
Vectra Fund
Product Profile
Stock Selection based on the same models used in PicoPower and Dynamo strategies, which have outperformed benchmark returns over many periods.
Investment Universe
Companies ranked 200 - 800 by market capitalization
Inception Date:
1 March 2025
Benchmark
NSE SmallCap 100
CAGR since inception
3.6% (Benchmark 3.2%)
AlphaGen Next Fund
Product Profile
A multi-cap strategy investing across market caps with allocation driven by market conditions.
Investment Universe
Top 700 companies by market capitalization
Inception Date
5 December 2018
Benchmark
BSE 500
CAGR since inception
8.2% (Benchmark 11.7%)
*As on 31st Jan 2026 • PMS returns net of all expenses/fees * *AIF return post expenses, fees and tax.