The open-ended scheme will invest across equity and equity-related instruments, debt and money market instruments, as well as gold, silver and other permitted commodities exchange-traded funds (ETFs) and exchange-traded commodity derivatives.
According to the fund house, the scheme will use a quantitative and systematic investment approach to dynamically allocate investments across asset classes based on market conditions. The fund aims to generate long-term capital appreciation through diversification across equities, fixed income and commodities.
The scheme will be managed by Ravneet Singh. Its benchmark will comprise 35% NIFTY 200 TRI, 45% NIFTY Composite Debt Index and 20% MCX iCOMDEX Composite Index.
The minimum investment amount has been set at ₹500 for fresh purchases and ₹500 for systematic investment plans (SIPs), available on weekly, fortnightly, monthly and quarterly frequencies with a minimum of six instalments. An exit load of 1% will apply for redemptions within 15 days of allotment, while no exit load will be charged thereafter.
In a statement, Bhautik Ambani, Chief Executive Officer of AlphaGrep Mutual Fund, said the fund seeks to bring algorithmic and quantitative investment strategies to retail investors through a dynamically managed multi-asset portfolio.
The fund house stated that the investment strategy will incorporate multiple factors including value, momentum, quality and size, along with proprietary signals based on earnings revisions, sentiment analysis, fund flows and machine learning models.
AlphaGrep Mutual Fund received final approval from the Securities and Exchange Board of India (SEBI) to launch its mutual fund business in March 2026. The company said the broader AlphaGrep Group manages approximately $1 billion globally across asset management businesses and proprietary investment strategies, as of June 1, 2026.
The scheme has been classified under the “Very High” risk category on the riskometer. Mutual fund investments are subject to market risks, and investors are advised to read all scheme-related documents carefully before investing.