AltEdge Capital is a brand of Altinvest India Funds Private Limited · CIN: U66190MH2025PTC449437 · APRN06388

Registered Distributor of Portfolio Management Services with APMI (Association of Portfolio Managers in India) · APRN06388 · Valid till 19/03/2028

PMSAIFGet AccreditedStock Holding Movement

AIAlpha Bluechip Equity Portfolio

AIAlpha Bluechip Equity Portfolio is a Equity Portfolio Management Service launched by AIALPHA Financial Advisory Services Private Limited on August 2025. Managed by Satish Nedumattummal Rajan, the fund holds ₹22 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC - Up to 2.5%% fixed fee and AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20%% performance fee. Trailing returns: 0.84% since inception. Performance data as of August 2026.

›Fund Details
Learn

AIAlpha Bluechip Equity Portfolio

AIALPHA Financial Advisory Services Private Limited

21.57 CR AUM

AIAlpha Bluechip Equity Portfolio

AIAlpha Bluechip Equity Portfolio

AIALPHA Financial Advisory Services Private Limited

21.57 CR AUM

Nifty 50 TRI
Benchmark
0yr 11mo
Age
EQUITY
Strategy
AMC - Up to 2.5%
Fixed Fees
AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20%
Variable Fees
If within 2 Years - 2%
Exit Load
Nifty 50 TRI
Benchmark
0yr 11mo
Age
EQUITY
Strategy
AMC - Up to 2.5%
Fixed Fees
AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20%
Variable Fees
If within 2 Years - 2%
Exit Load
Fund manager

satish nedumattummal rajan

Fund Manager
EQUITYStrategies

What is this fund's investment objective?

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in blue chip equity and equity related instruments across various market capitalisations

How has AIAlpha Bluechip Equity Portfolio performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
3.08%
1M benchmark return
1.67%
Alpha
1.41%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
3.08%
1M benchmark return
1.67%
Alpha
1.41%
1M Wealth multiple
1.03x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ