The Alpha Blend – Quality Focus All Cap Model is a multi-cap, two-factor discretionary strategy designed to capture market outperformance (Alpha) while ensuring exposure to financially strong, high-quality companies (Quality).

The portfolio selects stocks with consistent excess returns while maintaining strong fundamentals, offering a balanced yet high-growth approach. With monthly review and need-based rebalancing, it adapts to market conditions while following a disciplined, factor-based strategy for long-term wealth creation.

📌 Factor-Based Selection

✔ Alpha Factor → Stocks with a history of outperformance (Jensen’s Alpha).

✔ Quality Factor → Focuses on high profitability (ROE, ROCE), low leverage, and stable earnings growth.

✔ Factor-Based Selection with Human Oversight → Uses a structured factor-driven approach, but rebalancing remains discretionary for adaptability.

✔ Risk Management through Defensive Allocation → In market stress, may allocate to LiquidBeES to manage risk.

📌 Investment Horizon & Risks

✅ Best for long-term investors (3+ years) seeking a high-alpha, quality-focused portfolio.

⚠ Market Risk – Alpha stocks may have higher short-term volatility.

⚠ Factor Variability – Alpha & Quality may underperform in certain market conditions.

⚠ Liquidity Risk – Some mid/small-cap stocks in Nifty 750 may have lower liquidity in volatile markets.