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.
3 yr Annualised return
19.56% per year
Risk
Very High Risk
Benchmark
Nifty 50
Investment Horizon
Long term
Type
Equity-Oriented
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.
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.
Tactical sector shifts to capture macro rotations while preserving core market cap allocation for long-term compounding.
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.
NAV
₹ 1,70,831
Invested Amount
₹ 1,00,000
Gain
₹ 70,831(70.83%)
Sharpe
1.53
XIRR
19.56%
Max Drawdown
-16.25%
Volatility
12.74%
| Category | Allocation | Notes |
|---|---|---|
| Large Cap | 58.96% | Updated quarterly |
| Mid Cap | 27.47% | Updated quarterly |
| Small Cap | 7.24% | Updated quarterly |
| Cash | 1.22% | Updated quarterly |
| Holding | Allocation | Asset Class |
|---|---|---|
| ADITYA VISION LIMITED | 30% | equity |
| APOLLO HOSPITALS ENTERPRISE LIMITED | 20% | equity |
| BLACKBUCK LIMITED | 40% | equity |
| BLS INTERNATIONAL SERVICES LIMITED | 10% | equity |
Returns are not guaranteed. Final investment decisions remain with the investor.