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Alphaa Focused Small-Cap Portfolio
Alphaa Focused Small-Cap Portfolio

Alphaa Focused Small-Cap Portfolio

  • PRPEdge Wealth Pvt Ltd
  • Small Cap
  • 7
    Out of 23*
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Portfolio age2 years, 4 months
3.61%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.4%)
Allocation by Market Cap
Small Cap (99.58%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
  • Financial Services20.92%
  • Consumer Durables15.67%
  • Construction9.07%
  • Media, Entertainment & Publication7.99%
  • Healthcare7.7%
Stock Holdings
  • Crompton Greaves Consumer Electricals Limited8%
  • Karur Vysya Bank Ltd.6.24%
  • J.B. Chemicals & Pharmaceuticals Ltd5.17%
  • PNB Housing Finance Limited5.08%
  • Kalpataru Projects International Limited5.07%

bt_logoPORTFOLIO MANAGERS

Jyoti Prakash
  • Manager Rank Out of 14
    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
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Compare
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
3.61%
Benchmark Return
4.62%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
177 Out of 251
Fixed Fee
1.50%
Scheme Return
2.87%
Benchmark Return
4.62%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
217 Out of 251
Fixed Fee
0.50%
Scheme Return
1.92%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Aug 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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
12.00%
Profit Sharing
20% Profit Sharing Over 12% Hurdle Rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective is to invest in stocks predominantly in AMFI's Small-cap list. Stocks will be picked based on fundamental analysis with emphasis on value as a factor

Investment Approach

The objective is to invest in stocks predominantly in AMFI's Small-cap list. Stocks will be picked based on fundamental analysis with emphasis on value as a factor

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
3.61%
Benchmark Return
4.62%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

PRPEdge Wealth Pvt Ltd
PRPEdge Wealth Pvt Ltd manages assets worth Rs 58.64 crores. Its current offering of PMS schemes includes 1 Etf, 1 Small Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

58.64 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
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  • Grid
Compare
AlphaaMoney Equity+
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
1 Out of 3
Fixed Fee
0.75%
Scheme Return
5.72%
Benchmark Return
4.62%
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
3.61%
Benchmark Return
4.62%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
177 Out of 251
Fixed Fee
1.50%
Scheme Return
2.87%
Benchmark Return
4.62%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
217 Out of 251
Fixed Fee
0.50%
Scheme Return
1.92%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Alphaa Focused Small-Cap Portfolio?
The hurdle rate of Alphaa Focused Small-Cap Portfolio is 12.00%.
What is the fixed fee charged in Alphaa Focused Small-Cap Portfolio ?
The fixed fee charged in Alphaa Focused Small-Cap Portfolio is 1.50%.
What is the variable fee charged in Alphaa Focused Small-Cap Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Alphaa Focused Small-Cap Portfolio ?
The profit sharing in Alphaa Focused Small-Cap Portfolio is 20% Profit Sharing Over 12% Hurdle Rate.
What is the minimum investment in Alphaa Focused Small-Cap Portfolio ?
The minimum investment in Alphaa Focused Small-Cap Portfolio is ₹50 Lacs
What type of scheme is Alphaa Focused Small-Cap Portfolio?
Alphaa Focused Small-Cap Portfolio is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Alphaa Focused Small-Cap Portfolio?
The inception date of Alphaa Focused Small-Cap Portfolio is Aug 01, 2023.
What is the exit load of Alphaa Focused Small-Cap Portfolio?
Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter.

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