AlphaGrep Mutual Fund Launches Multi Asset Allocation Fund; NFO Opens on July 6

AlphaGrep Mutual Fund has announced the launch of its first New Fund Offer (NFO), the AlphaGrep Multi Asset Allocation Fund, marking the asset manager's entry into India's mutual fund industry. 

The NFO will open for subscription on 6 July 2026. The scheme is designed to provide investors with exposure to multiple asset classes through a single investment product. 

Investment Strategy of the Fund 

The open-ended scheme will invest in a mix of equity and equity-related instruments, debt and money market securities, gold and silver ETFs, other permitted commodity ETFs, and exchange-traded commodity derivatives. 

The fund aims to generate long-term capital appreciation through diversification across different asset classes. It will follow a quantitative investment strategy, using proprietary models to dynamically adjust allocations between equities, fixed income and commodities based on changing market conditions. 

How does the Fund Select Investments? 

According to the fund house, the scheme combines dynamic asset allocation with quantitative stock selection. 

For selecting stocks, the fund considers factors such as: 

It also uses proprietary indicators based on earnings revisions, investor sentiment, fund flows, seasonality and machine learning models to identify investment opportunities. 

Management's View on the Launch 

Commenting on the launch, Bhautik Ambani, Chief Executive Officer of AlphaGrep Mutual Fund, said that algorithmic investing has been central to the firm's investment approach for more than a decade. 

He added that the new fund aims to bring institutional-grade quantitative investing to retail investors through a disciplined and systematic process that can adapt to changing market conditions while maintaining strong risk management practices. 

Read More: Upcoming NFOs This Week (June 29 – July 3): ICICI Prudential, Choice Overnight and More Open for Subscription! 

Key Details of the NFO 

Minimum Investment and Exit Load 

Investors can start with a minimum investment of ₹500 through either a lump sum investment or a Systematic Investment Plan (SIP). 

SIPs will be available on a weekly, fortnightly, monthly and quarterly basis, with at least 6 instalments required. 

An exit load of 1% will be charged if units are redeemed within 15 days of allotment. No exit load will apply after this period. 

Conclusion 

The AlphaGrep Multi Asset Allocation Fund marks the mutual fund house's first offering in the Indian market. By combining investments across equity, debt and commodities with a quantitative and algorithm-driven approach, the fund seeks to provide diversified exposure and long-term wealth creation opportunities. However, investors should note that the scheme carries a Very High risk rating and should evaluate its suitability before investing. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.