AlphaSIP® OUT-PERFORMANCE UP 9.4% | SMALLCAPS DOWN 26%
AlphaSIP® OUT-PERFORMANCE | SMALLCAPS DOWN 26%, ALPHASIP® UP 9.4% | NIFTY-50 CRASH
The NIFTY has witnessed one of the worst drawdowns in the post COVID era over the last six months. The NIFTY is down more than 15% from its most recent all-time-high witnessed in Sept-24. Midcap and Small-cap indices are down 21% and 26% respectively from their respective all-time-highs. But what if I told you that despite such a severe downturn in equity markets, our very own AlphaSIP® Strategy, which is our flagship offering for our paying clients, has managed to deliver not just positive returns, but positive returns to the tune of +9.4% per annum (since Dec-23) even as a carnage of sorts has unfolded across Indian equity markets over the last six months.
And this has been possible because of the magic of timely rebalancing of our client portfolios, driven by our cutting-edge AI driven investment algos, which ensured our clients remained almost fully invested till liquidity conditions were easy and markets were cruising higher. But more importantly, our algos, also ensured that our clients were switched out of equity funds (to the safety of debt funds) as soon as liquidity conditions started to tighten and markets started to slide down as a result of that. NOT just that, the instruments we have been using to execute the AlphaSIP® Strategy are such that we could rebalance our client portfolios in the most cost efficient manner possible i.e. without incurring a dime towards exits loads or even capital gains tax. And the final icing on the cake – all maturity proceeds of the AlphaSIP® Strategy are tax free if your investment amount is within 2.5 lakhs per year (i.e. monthly SIP of ~Rs.20,000)
So Do watch the full video on ”AlphaSIP® Out-performance | Smallcaps DOWN 26%, AlphaSIP® UP 9.4%”
Request a Call for the Best Investment Plan
Read a Blog: Why Are FIIs Selling? Watch the MOVE Index! | NIFTY-50?
Read a Blog: Is One Final Stock Market MELT-UP Still Possible? NIFTY-50
I know all this would sound too good to be true… may even sound like snake-oil stuff… but you do NOT have to accept any of this on the face value… you can verify the dates, investment amounts and/or switch transactions that have been described in this video in this video from the official statements issued by the fund house that I am hereby making publicly available. You can download the official statements of the three AlphaSIP® ULIP Portfolios using the following links
The official statement of the “AlphaSIP® ULIP Portfolio 1 (LARGE CAP)”
The official statement of the “AlphaSIP® ULIP Portfolio 2 (MIDCAP)”
And the official statement of the “AlphaSIP® ULIP Portfolio 3 (SMALL CAP)"
