What is the hurdle rate of Alphaa Better Risk Reward 30 stocks?

The hurdle rate of Alphaa Better Risk Reward 30 stocks is 12.00%.

What is the fixed fee charged in Alphaa Better Risk Reward 30 stocks ?

The fixed fee charged in Alphaa Better Risk Reward 30 stocks is 1.50%.

What is the variable fee charged in Alphaa Better Risk Reward 30 stocks ?

There is no option for Variable fee.

What is the profit sharing in Alphaa Better Risk Reward 30 stocks ?

The profit sharing in Alphaa Better Risk Reward 30 stocks is 20% Profit Sharing Over 12% Hurdle Rate.

What is the minimum investment in Alphaa Better Risk Reward 30 stocks ?

The minimum investment in Alphaa Better Risk Reward 30 stocks is ₹50 Lacs

What type of scheme is Alphaa Better Risk Reward 30 stocks?

Alphaa Better Risk Reward 30 stocks is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Alphaa Better Risk Reward 30 stocks?

The inception date of Alphaa Better Risk Reward 30 stocks is Sep 01, 2023.

Alphaa Better Risk Reward 30 stocks

PRPEdge Wealth Pvt Ltd
Multi Cap AND Flexi Cap

69
Out of 235*
Compare
Share

Portfolio age2 years, 3 months

2.87%

4.62%

Hurdle Rate**12.00%

Fixed fee1.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/10/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.71%)

Allocation by Market Cap

Small Cap (10.67%)

Mid Cap (14.38%)

Large Cap (74.23%)

Sector Holdings

Financials Services42.73%
Fast Moving Consumer Goods18.8%
Information Technology7.88%
Healthcare4.74%
Telecommunication4.63%

Stock Holdings

HDFC Bank Ltd.28.33%
Britannia Industries Ltd.13.44%
Infosys Ltd6.12%
Bharti Airtel Ltd.3.94%
ITC Ltd2.68%

PORTFOLIO MANAGERS

Jyoti Prakash

Manager Rank Out of 168
i
Rank is based on 3-year return
Schemes Managed3
Total AUMUndisclosed
Highest Return In 1 Yr10.04%

Profile

Consistent performer, having over 35 years of experience. Last 12 years have been in the public domain in the role of Head of equities with Aegon Life Insurance. Earlier, worked with Amul Dairy, Foundation to Aid Industrial Recovery, Sahara India, Stewart & Mackertich and Guiness Portfolio Management Services. Graduate of PG program in Rural Management, flagship program of IRMA. Also, a CFA from ICFAI. The Hindu ranked one of the funds managed by him as the best performing multi-cap fund. An avid reader & author. Member of Advisory Board of IIM, Jammu.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Alphaa Focused Small-Cap Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

Sep 01, 2023

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Not Available

Exit Load

Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.50%

Variable Fee

No Option

Hurdle Rate

12.00%

Profit Sharing

20% Profit Sharing Over 12% Hurdle Rate

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

The fund shall have exposure to 30 stocks. Selection will be on the basis of bottom up fundamental analysis. Strong demand environment, gaining market share, strong EPS growth accompanied with FCF generation are some of the criteria used to select stocks.