Mumbai – AlphaGrep Mutual Fund (SEBI Registration No.: MF/090/26/16), the Indian mutual fund arm of the global AlphaGrep Group, today announced the launch of its inaugural New Fund Offer (NFO) — the AlphaGrep Multi Asset Allocation Fund (AGMAAF). This marks AlphaGrep’s entry into the Indian retail investment market and represents a significant milestone in bringing institutional-grade, quantitative investment strategies to Indian investors.
The NFO opens on July 6, 2026, offering Indian investors access to a systematically managed, open-ended fund that dynamically allocates capital across equities, fixed income, and commodities — driven by proprietary quantitative models.
The scheme seeks to generate long-term capital appreciation through a diversified portfolio across multiple asset classes. Unlike traditional multi-asset strategies that rely on static allocations or discretionary decision-making, the AlphaGrep Multi Asset Allocation Fund follows an algorithmic and systematically managed investment approach. Powered by proprietary quantitative models, the fund dynamically allocates across equities, fixed income and commodities based on evolving market conditions, with minimal human bias and a strong emphasis on disciplined execution and risk management.
The fund’s two-layer architecture seeks returns at both the asset allocation level and the individual security selection level — a distinction that sets AGMAAF apart from traditional multi-asset funds.
Commenting on the launch, Bhautik Ambani, Chief Executive Officer, AlphaGrep Mutual Fund-
“Algorithmic investing has been at the core of AlphaGrep’s DNA for over a decade. Through the AlphaGrep Multi Asset Allocation Fund, we are democratizing institutional-grade algorithmic investing for retail investors. The fund leverages proprietary quantitative models and systematic processes to make investment decisions across asset classes, enabling portfolios to dynamically adapt to changing market environments while maintaining discipline, consistency and robust risk management. We believe this approach may help investors navigate market complexities and build long-term wealth in a more efficient manner.”
On the security selection front, the fund leverages a multi-factor framework incorporating traditional factors such as value, momentum, quality and size, alongside proprietary alpha signals derived from earnings revisions, sentiment analysis, market microstructure, fund flows, seasonality patterns and machine learning models.
The fund will be managed by Mr. Ravneet Singh.
The fund draws upon the broader strengths of the AlphaGrep Group, which currently manages approximately USD 1 billion across its asset management businesses and proprietary investment strategies globally. (As on 1st June 2026)
Disclaimer & Riskometer:
AlphaGrep Multi Asset Allocation Fund
(An open ended scheme investing in Equity and Equity related instruments, Debt & Money Market Instruments, Gold/Silver/other permitted Commodities ETFs and Exchange Traded Commodity Derivatives)
PRODUCT LABEL
This product is suitable for investors who are seeking*:
– Long term capital appreciation by investing in a diversified portfolio
– Investments in equity and equity related instruments, debt and money market instruments, Commodities ETFs and Exchange Traded Commodity Derivatives
Scheme Riskometer Benchmark Risk-o-meter
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made
Disclaimer: Views expressed herein involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied. This communication is for informational purposes only and should not be construed as investment advice or a recommendation to invest in any scheme/product. There is no assurance or guarantee of returns, capital protection or capital guarantee to investors. Past performance may or may not be sustained in future and is not a guarantee of any future returns. This communication may contain references to algorithmic and data-driven investment approaches, such models are based on historical data and predefined methodologies and are subject to limitations. They do not guarantee performance or eliminate market risks, and outcomes may vary depending on market conditions. It is hereby expressly stated that AlphaGrep Investment Management Private Limited (AMC), AlphaGrep Mutual Fund, its sponsors, trustees, affiliates, officers, employees or representatives do not make any representation or warranty, express or implied, as to the accuracy, completeness or fairness of the information or views contained herein.