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Dynamic Equity Asymmetric Returns Fund - InCred Alternative Investments Pvt Ltd

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Dynamic Equity Asymmetric Returns Fund - InCred Alternative Investments Pvt Ltd

Benchmark

BSE 200

Inception Date

Jul 2024

Min. Investment

1,00,00,000

AUM (Cr.)

UNDISC

Investment Performance

Investment Details

The primary objective of the Fund is to be long-biased and beat the underlying relevant index benchmarks with much lower risk. This is aimed to be achieved by combining a long cash equities portfolio with trading strategies in equity derivatives (both single stock as well as index derivatives) whereby the net exposures will clearly be long-biased on average, but active hedging and long-short derivative strategies would ensure lower risk than the index benchmarks in the long run.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age0 Yrs, 7 Months
SIPAvailable
STPAvailable

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception-6.81%-8.85%
1 Month-6.18%-6.57%
3 Months-6.69%-9.87%
6 Months-13.11%-13.66%
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