Alpha Blend Portfolio

Alpha Blend diversified mutual fund basket combines the stability of large caps, growth of mid & small caps, and the flexibility of dynamic allocation, ensuring well-rounded exposure to India’s equity market. Designed to help investors participate in India’s long-term growth while managing risks effectively.

Key Highlights

Focused Portfolio

A focused portfolio of 7–10 high-conviction equity mutual funds schemes, chosen through deep bottom-up research and supported by a strong structural investment thesis.

Investment Mode

The Alpha Blend Portfolio offers flexibility to invest either through a one-time lumpsum or systematic monthly SIPs, allowing you to build wealth in a way that suits your goals and comfort.

Dynamic Allocation

Tactical sector shifts to capture macro rotations while preserving core market cap allocation for long-term compounding.

Strategy Overview

GrowFolio has carefully curated a diversified basket of 8 mutual funds across different AMCs and categories. The objective is to achieve consistent long-term growth through exposure to large, mid, and small-cap companies — while maintaining a low overlap and high diversification.

Diversified holdings (7-10) quality equity oriented mutual fund schemes.
Tactical sector shifts guided by valuation and macro indicators.
Robust risk reward management: position sizing, market cap allocation and ongoing monitoring.

3 years Performance Snapshot

Updated Monthly

Past performance is not indicative of future returns.

Benchmark Analysis

Updated Monthly

Market Cap Allocation

Updated Quarterly

Large Cap	58.96%

Mid Cap	27.47%

Small Cap	7.24%

Cash & Cash Equivalent	1.22%

Key Facts

Strategy Type: Equity Oriented

Minimum SIP: Rs.10000

Type: Open Ended Equity Scheme

Taxation: Long Term & Short Term Gain Tax

Investment Duration: 5+ years

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Taxation

Long-Term Capital Gains (LTCG)

Sold after 12 months: 12.5% (plus surcharge & cess) on gains above ₹1.25 lakh in a year.

Short-Term Capital Gains (STCG)

Sold within 12 months: 20% (plus surcharge & cess)

Risk & Compliance

This product invests predominantly in equity oriented mutual fund schemes and is subject to market risks.

Past performance is not indicative of future returns.