AIALPHA Financial Advisory Services Private Limited • Equity
AIAlpha Dynamic Equity Portfolio is an equity portfolio management service (PMS) strategy run by AIALPHA Financial Advisory Services Private Limited, launched on 28 Aug 2025. As of 30 Sep 2026, it manages ₹9.26 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -2.39% over 1 year (-1.93% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 4.70 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Satish Nedumattummal Rajan.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.38% |
| 3 Months | -5.35% |
| 1 Year | -2.39% |
| Since Inception | -1.93% |
| management fee | Fixed Fees: AMC upto 2.5% |
| performance fee | Variable Fees: AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20% |
| exit load | If within 2 years: 2% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAIAlpha Dynamic Equity Portfolio has a 1-year return of -2.39% and -1.93% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, AIAlpha Dynamic Equity Portfolio returned -2.39% against -7.09% for the Nifty 50 TRI, 4.70 percentage points ahead. Figures as of 30 Sep 2026.
AIAlpha Dynamic Equity Portfolio is managed by Satish Nedumattummal Rajan at AIALPHA Financial Advisory Services. The strategy manages ₹9.26 Cr of client assets as of 30 Sep 2026.
AIAlpha Dynamic Equity Portfolio manages ₹9.26 Cr of client assets as of 30 Sep 2026.
The fee structure for AIAlpha Dynamic Equity Portfolio includes: management fee: Fixed Fees: AMC upto 2.5%; performance fee: Variable Fees: AMC: 0.25% or 1.5% Hurdle Fee: 6.5% or 8% Performance Fee: 20%; exit load: If within 2 years: 2%.
The minimum investment for AIAlpha Dynamic Equity Portfolio is ₹50 Lakhs.
AIAlpha Dynamic Equity Portfolio was launched on 28 Aug 2025. It has a 1-year track record.
Description
All AIALPHA Financial Advisory Services PMS strategies →Browse all PMS strategies in India →