AlphaGrep Mutual Fund

About AlphaGrep Mutual Fund

AlphaGrep is a multi-asset, multi-strategy quantitative trading and investment management firm established in 2010. The firm is recognised for its expertise in quantitative investing, systematic strategies and low-latency trading technology. Its operations span India, China and global markets, with a focus on deploying capital efficiently to generate long-term, risk-adjusted returns. AlphaGrep combines data, technology, statistical techniques and financial expertise to develop investment strategies across asset classes and market cycles.

AlphaGrep’s investment management business is built around a systematic, data-driven approach that seeks to reduce behavioural biases and bring greater discipline to investment decisions. Its investment philosophy combines economic reasoning, empirical research, advanced statistical techniques and quantitative portfolio construction. The approach focuses on identifying measurable factors and market opportunities that can potentially generate alpha over the medium to long term, while maintaining a structured approach to risk management.

The firm has expanded its investment management capabilities beyond proprietary trading into regulated investment products, including Portfolio Management Services, Alternative Investment Funds and fund offerings. Its flagship quantitative equity strategy focuses on diversified portfolios of businesses with long-term growth and compounding potential, using systematic stock selection and portfolio construction techniques.

Key Information

The following are some of the key information regarding the AlphaGrep Mutual Fund

How to Invest in AlphaGrep Mutual Fund via Angel One?

Investing in AlphaGrep Mutual Funds through your Angel One account is a simple and digital process. Follow these steps to select and invest in a fund that aligns with your financial goals and risk profile:

Step 1: Log in to your Angel One account using your registered mobile number and verify your identity with the OTP. Enter your MPIN to access your account.

Step 2: Select a mutual fund based on your investment objectives, time horizon and risk appetite. Before investing, consider the following factors:

1. Search for the AlphaGrep fund you wish to invest in or explore the available mutual fund options.
2. Review the fund’s historical performance, portfolio composition, taxation and potential returns.
3. Assess the fund’s risk level and determine whether it is suitable for your risk tolerance.
4. Check the fund’s ratings, where available, from recognised rating agencies.
5. Review the expense ratio to understand the costs associated with the investment.

Step 3: Once you have selected the fund, go to the Mutual Funds section in your Angel One account and select the relevant AlphaGrep mutual fund to proceed with the investment.

Before investing, decide whether you want to invest through a lumpsum or SIP. You should also determine the amount you wish to invest and select a suitable payment method, such as UPI or net banking. For SIP investments, you can set up a mandate for automatic payments.

Documents Required to Invest in AlphaGrep Mutual Fund

Investing in AlphaGrep Mutual Funds through Angel One involves a digital KYC process. Investors may need to provide the following details and documents:

1. PAN Card: PAN details are mandatory for mutual fund investments.
2. Personal Information: Full name, registered mobile number and email address.
3. Address Proof: Aadhaar Card or another valid address proof may be required.
4. Bank Details: Bank account information and a cancelled cheque, if required.
5. Nominee Details and FATCA Declaration: Nomination and FATCA-related information may be required as part of the investment and KYC process.

The digital process is designed to simplify KYC verification and make mutual fund investing more convenient. Investors should ensure that their KYC and personal details are complete and up to date before placing an investment order.

Top 3 AlphaGrep Mutual Fund to Invest

Note: The data is as of August 2026.

AlphaGrep Multi Asset Allocation Fund

The AlphaGrep Multi Asset Allocation Fund is a hybrid multi-asset allocation fund under the Regular Plan. As of August 14, 2026, its NAV stood at ₹10.21, with a one-day change of -0.24%. The fund has no lock-in period, while an exit load of 1% applies. The minimum investment is ₹3,000 through SIP and ₹5,000 as a lumpsum. Within the portfolio, cash and call money accounted for 40.97%, followed by sovereign securities at 18.37%, AA-rated securities at 15.12% and term deposits at 9.44%.

AlphaGrep Liquid Omni FoF

The AlphaGrep Liquid Omni FoF is a debt-oriented liquid fund under the Regular Plan. As of August 14, 2026, its NAV stood at ₹1,001.46, while its return since inception was 0.06%. The fund had an AUM of ₹3,093 crore and was launched on August 4, 2026, making it around 13 days old as of the stated date. It is benchmarked against the NIFTY Liquid Index A-I and has a minimum investment requirement of ₹3,000 through SIP and ₹5,000 as a lumpsum. The fund carries an exit load of 0.007% and is classified as having a Low to Moderate risk level. 

AlphaGrep Flexi Cap Fund

The AlphaGrep Flexi Cap Fund is an equity-oriented flexi-cap fund under the Regular Plan. The fund was launched on July 21, 2026, making it around 27 days old as of the stated date. The fund has a 1% exit load and no lock-in period. It is benchmarked against the NIFTY 500 TRI and requires a minimum investment of ₹3,000 through SIP or ₹5,000 as a lumpsum. The fund is classified as having a Very High risk level. For taxation, short-term capital gains are taxed at 20% if units are redeemed within one year. For long-term capital gains, applicable after a holding period of more than one year, gains exceeding ₹1.25 lakh in a financial year are taxed at 12.5%.