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Alpha Series

Alpha 200

Momentum-driven picks from the broader Nifty 200

UniverseNifty 200
RebalanceWeekly
RiskMedium–High
Min. InvestmentVaries by platform
Overview

How it works

A momentum-driven model portfolio selecting top-performing stocks from the Nifty 200 universe. Wider opportunity set than Alpha 100, capturing mid-cap momentum alongside large-cap leaders for a balanced growth profile.

Methodology

1

Momentum and relative-strength screening across 200 stocks

2

Dynamic allocation between large and mid-cap segments based on momentum breadth

3

Monthly rebalancing adapts to shifting market leadership

4

Quality filter prevents momentum traps in deteriorating fundamentals

Performance

Track record

Portfolio CAGR21.5%
NIFTY 1008.3%
SinceSept 2023
0.4%
-7.6%
6M+8.0%
4.5%
-1.0%
1Y+5.5%
19.7%
5.7%
2Y+14.0%
64.4%
22.7%
Since inception+41.7%

Bars show annual portfolio vs benchmark returns; axis scales to the range on this page.

Alpha 200NIFTY 100

Past performance is not indicative of future results. Returns shown are backtested / model portfolio returns and may not reflect actual investor returns. All figures are pre-tax and pre-transaction cost unless stated otherwise.

Who is this for

Suitable for

🎯

Investors who want broader momentum exposure beyond the top 100

📊

Those seeking a blend of large-cap stability and mid-cap growth

🛡️

Momentum-strategy enthusiasts with a 1–3 year allocation horizon

Disclaimer: Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.