Affluense AI AFFLUENSE

Systematic Equity

Alpha Alternatives Fund Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 July 2021
Min. Investment
₹1,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The Investment Scheme aims for a performance superior to the benchmark* by an annual range of 5-7% on gross returns. This objective is to be achieved through: * Equity allocations executed via our proprietary systematic multi-factor investment methodology. * Comprehensive risk management practices, including disciplined position sizing and proactive monitoring of corporate governance by the Investment Committee.

Investment Objective

This systematic equity strategy employs a multi-factor, rules-based framework. Our quantitative research underpins an objective approach, differentiating it from discretionary management. The strategy is designed to identify investment opportunities based on established criteria for quality, value, and momentum.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance

Calendar Year Performance

Year Return
CY 2024 34.38%
CY 2023 32.36%

Financial Year Performance

Year Return
FY 26_YTD 5.42%
FY 25 14.58%
FY 24 43.48%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Vineet Sachdeva

Fund Manager, PMS

Vineet serves as an Entrepreneur Partner at AA, spearheading the systematic equity investment operations, known as Elysium. With over two and a half decades of professional experience, his expertise spans quantitative investments, early-stage venture capital, and private equity. Additionally, he actively contributes to the governance and strategic direction of multiple social impact enterprises as a board member and significant stakeholder. Previously, Vineet held a co-head position for the alternative investments division at DE Shaw. His earlier career involved roles at IDFC Private Equity, JumpStartUp, and Citibank. Academically, Vineet holds an MBA from IIM Lucknow and a BA in Economics from Delhi University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • National Aluminium Company Limited 8.16%
  • Eicher Motors Limited 6.23%
  • Hero MotoCorp Limited 6.09%
  • Maruti Suzuki India Limited 6.03%
  • Affle India Limited 5.53%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
32.04%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
4 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)