Investment Offerings · AIF
MoneyGrow Alpha Fund I
Cap mix
Dynamic — Large · Mid · Small + REITs / Commodities
Horizon
5+ years
Benchmark
Nifty 50 TRI
Category
Cat-III AIF
About the fund
A long-only Cat-III AIF
for the long compounder.
A long-only Cat-III AIF generating long-term wealth through dynamic allocation across Indian equities.
- Category
- Cat-III AIF
- Style
- Long-only equity
- Horizon
- 5+ years
- Benchmark
- Nifty 50 TRI
- Min. investment
- ₹1 crore
Across the cap spectrum
One fund, the whole spectrum.
Alpha Fund I allocates dynamically across the market-cap spectrum in a single portfolio — pairing the stability of quality large-caps with the high-growth, alpha-generating ideas from the small-cap end of the market, and shifting the mix as conditions change. It can also take opportunistic exposure to REITs and commodities companies.
Stability
Large caps
Quality leaders selected for resilience through market cycles.
Upside potential
Mid caps
Held for the upside as strong businesses continue to scale.
High growth & alpha
Small caps
Emerging and special-situation ideas for alpha generation.
Why Alpha Fund I
What makes this distinct.
Dynamic Mix
Select large caps for stability, mid caps with upside potential, and small caps for high growth and alpha generation.
Key Criteria
Strong corporate governance. Reasonable valuation. High EPS growth.
Dynamic Allocation
Shift allocation based on market conditions. Dynamically allocate across market caps. Opportunistically invest in REITs and commodities companies. Highly diversified portfolio.
Alpha Generation
Bottom-up approach. Identify emerging sub-sectors. Invest in special situations. Capture growth at an early stage for significant upside potential.
Investment philosophy
Building Alpha Fund I.
Investment Objective
Generate long-term wealth and capital appreciation through a long-only equity strategy with the flexibility to participate in REITs and commodities companies.
Risk-managed outperformance
Aim to outperform the benchmark while managing portfolio-level risk through diversification, position sizing and governance filters.
Sub-sector identification
Bottom-up identification of emerging sub-sectors and special situations to capture early-stage growth.
Skin in the game
The investment team has substantial net worth invested alongside investors, ensuring complete alignment of interest.
Fees & terms
Transparent, aligned fees.
Pick the fee option that suits you. Performance fees apply only above the hurdle — without catch-up, and subject to annual compounding of the hurdle and a high-watermark.
- Minimum investment
- ₹1 crore
- Lock-in
- Nil
- Exit load
- 1% within 1 year · Nil thereafter
| Fee option | Fixed fee | Hurdle | Performance fee |
|---|---|---|---|
| Hybrid Fee | 1.0% p.a. | Above 10% | 15% of profits |
| Performance Fee only | Nil | Above 0% | 15% of profits |
| Fixed Fee only | 2.5% p.a. | Nil | Nil |
Plus statutory GST and standard custody, fund-accounting, audit and account-opening charges at actuals. The applicable schedule is confirmed in your client agreement.
Fund structure
The fund, in full.
- Scheme
- MoneyGrow Alpha Fund I
- Type
- Open-ended
- Trust
- MoneyGrow AIF Trust
- SEBI Reg. No.
- IN/AIF3/24-25/1677
- Trustee
- Vistra ITCL (India) Limited
- Investment Manager
- MoneyGrow Asset Private Limited
- Sponsors
- MoneyGrow Asset Pvt. Ltd., Manish Gupta, Pooja Gupta, Viraj Mahadevia, Vidisha Mahadevia
- Sponsors' commitment
- 5% of fund size or ₹10 cr (whichever is lower)
- Legal advisor
- SSB Legal
- Tax advisor & auditor
- Aneel Lasod & Associates
- Registrar & Transfer Agent
- Kfin Technologies Limited
- Merchant banker
- Kunvarji Finstock Private Limited
- Digital onboarding
- Kfin Technologies Limited
Detailed Private Placement Memorandum (PPM) available on request.
Regulatory
AIF Regulatory Disclosures.
Private placement memorandum, investor charter, complaints statement, grievance redressal, annual compliance report and risk management policy — all kept current.
AIF SEBI Reg. No. IN/AIF3/24-25/1677
Compliance Officer · AIF
- Name
- Pooja Gupta
Investor grievance redressal
Write to us first at sales@moneygrowindia.com. If your complaint is unresolved, escalate to SEBI through either platform below.
Disclosure documents are kept up to date as per SEBI requirements.