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Alpha Fund
Alpha Fund

Alpha Fund

  • Wryght Research and Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 229
    Out of 230*
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PMS Bazaar
Portfolio age1 year, 11 months
2.81%
3.68%
Hurdle Rate**10% or Benchmark
Fixed fee1.50%
Min. Investment50 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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sonam Srivastava
  • Manager Rank Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM337.78
  • Highest Return In 1 Yr-4.81%
Profile

Sonam Srivastava is the founder of Wright Research, an India-based Robo-advisor and Portfolio Management Service, where she creates data-driven portfolios out of her deep passion for quant finance.Wright Research is a wealth creator in the digital space that uses scientific data-driven methods to tactically extract opportunities across assets in the public markets to grow clients’ wealth. Wright functions as SEBI registered Robo advisor and is among the most popular advisors among millennial investors with more than 50000 lifetime clients and 300 crore+ assets. Wright Research has delivered a 90% + outperformance over the index in the last 3 years. She has 10+ years of experience in investment research and portfolio management, working on systematic strategies, long-short strategies, and algorithmic trading. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor. She graduated from IIT Kanpur with a master’s in financial engineering from Worldquant University. She is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited

Other Schemes
AUM (₹ Cr)
₹15.02 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
76 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹74.01 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
175 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹248.75 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹74.01 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
175 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Wryght Research and Capital Pvt Ltd
Wryght Research and Capital Pvt Ltd manages assets worth Rs 368.44 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

368.44 (As on Jun, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹15.02 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
76 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹74.01 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
175 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹248.75 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 250
Fixed Fee
1.50%
*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 Alpha Fund?
The hurdle rate of Alpha Fund is 10% or Benchmark.
What is the fixed fee charged in Alpha Fund ?
The fixed fee charged in Alpha Fund is 1.50%.
What is the variable fee charged in Alpha Fund ?
There is no option for Variable fee.
What is the profit sharing in Alpha Fund ?
The profit sharing in Alpha Fund is 15% Profit Sharing above 10% hurdle or Benchmark.
What is the minimum investment in Alpha Fund ?
The minimum investment in Alpha Fund is ₹50 Lacs
What type of scheme is Alpha Fund?
Alpha Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Alpha Fund?
The inception date of Alpha Fund is Aug 23, 2023.
What is the exit load of Alpha Fund?
Exit load is 0%