Alpha Builder

Objective

Long-term wealth creation through fundamentally strong large & mid-cap stocks

Methodology

Stocks are selected through fundamental analysis - evaluating business quality, financial strength, valuation, and growth visibility. Positions are sized by conviction and reviewed against the benchmark.

Investment Horizon

3-5 years

Rebalancing Frequency

Reviewed monthly; rebalanced as needed based on research

Benchmark

Nifty 500

Risk Level

Moderate

What this strategy involves

• Publicly traded multi-cap companies
• Handpicked stocks with detailed research
• Diversified across sectors to manage risk
• Periodic reviews and rebalancing

Suited for: Medium to long-term investors (3+ years)