IA Insight Report
IA Insight REPORT

AIAlpha Dynamic Equity Portfolio

Investment Approach Details

₹0.50

(AUM CR)
   

AIALPHA Financial Advisory Services Private Limited

Nifty 50 TRI

Equity

Equity

28/08/2025

0 Months

5000000

AMC upto 2.5%

AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20%

If within 2 years: 2%

   

The Portfolio aims to deliver capital appreciation in short to medium term by investing in stocks of companies which are emerging as market leaders or offer momentum.

Fund Manager Details

Satish Nedumattummal Rajan

11.00 years

satish@aialpha.in

9746602650

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/08/2025

NA

NA