Stock Baskets

India’s electronics value chain is moving from assembly to high-value manufacturing, driving sustained ROCE expansion. Building Bharat’s Electronics Factory for the World • Objective: Aims to generate long-term wealth by investing in companies powering India’s rise as a global electronics manufacturing hub — spanning components, assemblies, and integrated manufacturing services. • Strategy: Constructs a focused portfolio of businesses involved in electronics manufacturing services (EMS), component suppliers, PCB manufacturers, precision engineering, and electronics enablers benefiting from India’s manufacturing push. • Use Case: Ideal for aggressive, long-term investors seeking exposure to a policybacked, export-oriented manufacturing theme through SIPs or lump-sum investments. Simple, Model-Driven & Theme-First Investing • Manufacturing Value-Chain Approach: Covers key layers of electronics manufacturing — components, sub-assemblies, final assembly, and testing — reducing dependency on any single segment. • Structural Growth Tailwinds: Benefits from PLI schemes, global supply-chain diversification, rising domestic demand, and increasing localisation of electronics production. • Balanced Allocation: Equal-weighted exposure helps manage concentration risk while participating across the manufacturing ecosystem. Risk Discipline • Capital Discipline: Moves to Cash/Debt funds in adverse market conditions

True Turtles Microcap Leaders focuses on identifying leadership within the Microcap universe using a disciplined and Rules-based investment approach. Instead of chasing narratives or isolated stock ideas, the portfolio systematically selects Microcap stocks demonstrating strong price trends and strength versus the broader market along with the ability to take dynamic cash calls during low Risk-Reward opportunities. The philosophy is simple : markets reward leadership over time, and even within microcaps, a small subset of stocks consistently outperform. By relying on objective parameters the strategy aims to stay aligned with stocks that are attracting sustained market participation, while avoiding prolonged under-performers. The portfolio is periodically reviewed and rebalanced, making it suitable for investors seeking a Systematic & Data-first approach to Microcap investing with a long-term perspective.

Investment Rationale India is witnessing a structural surge in data localisation, AI workloads, and cloud adoption. This captures the physical infrastructure layer that benefits irrespective of which tech platform wins. Bharat’s Data Superhighway — Powering Every AI, Cloud & Digital Revolution Objective: Aims to generate long-term wealth through a systematic portfolio of companies building the physical and digital infrastructure required for AI computing, cloud services, hyperscale data centers, and India’s expanding digital economy. Strategy: Uses a quantitative framework to build a portfolio across data center construction, power & cooling systems, electrical equipment, network infrastructure, cloud enablement, and AI-ready computing ecosystems. Use Case: Ideal for aggressive, future-focused investors seeking exposure to a infrastructure-backed AI opportunity through SIPs or lump-sum investments. Simple, Model-Driven & Quant Investing End-to-End Coverage: Covers the full stack — from land, power, cooling, and connectivity to AI-ready infrastructure that enables high-density compute. Structural Growth Tailwinds: Benefits from AI adoption, cloud migration, digital payments, 5G rollout, and India’s push to become a global data hub. Quant-based allocation framework dynamically manages exposure using price action, sector strength, and portfolio risk signals.

Investment Rationale Objective: Portfolio focus on growth opportunities in India’s fast growing aviation ecosystem, including passenger air travel, airport infrastructure, aerospace manufacturing & aviation-linked engineering services with the potential to generate returns across market cycles. Strategy: Invests in companies across airlines & airports infrastructure developers, and aerospace/engineering service providers. Fast growing Air traffic, higher infrastructure spend, global outsourcing of aerospace manufacturing and design. Use Case: Suitable for agressive investors focusing on aviation and aerospace growth with a long-term perspective. Simple, Rules-Based Approach: Portfolio focuses on key aviation layers as passenger travel, airport infrastructure, supply chain & engineering services. Structural Growth Drivers: Rising domestic and international air passenger traffic, Government initiatives like regional connectivity schemes and airport privatization & modernization of airport infrastructure. Increasing global outsourcing of aerospace manufacturing to India with demand for engineering and design services. Growth in air cargo, logistics, and time-sensitive transport. Review & Risk Control: Stocks are reviewed Qarterly, Rebalanced if needed.

Why should you invest in this portfolio? High-Growth Strategy for Smart Investors: Objective: Aims to generate alpha over Index over time by investing in fast-growing companies. Strategy: Invests in 10–12 carefully selected midcap stocks showing strong business growth and market performance. Use Case: Suitable for aggressive investors who understand concepts of smart investing and want long-term wealth creation through SIPs or lump sum deployment. Simple, Model & Rules Based Investing Approach: Midcap Focus: Chooses midcap companies that are easy to buy and sell and have proven business strength Growth-Focused Selection: Picks midcap stocks that are growing faster than peers and showing positive price trends Balanced Allocation: Money is deployed equal weighted, evenly across stocks to reduce dependence on any single company Regular Review & Risk Control: Risk Control: Stocks are removed if business growth slows or performance weakens Cash Management: Portfolio is adjusted when suitable stock opportunities are limited Stability Focus: Portfolio aims to stay stable during uncertain market phases Execution & Investment Details: Rebalancing: Portfolio is reviewed and updated every month. Capital Allocation: Suitable for investments starting from ₹1-25 lakh. Monthly SIP: Monthly SIP on 10th date of each month.

Intrinsic Value follows 3 dimensional ranking system to unearth the market leaders The pool of 900 stocks is selected from total 4000 stocks on the stock market by removing Different Red flags. These 900 stocks are then ranked based on Intrinsic Value's 3-dimensional ranking system. Top 50 stocks are chosen among those and after due diligence, 25-35 stocks are bought through this Portfolio. Nos of stocks can vary from 10-20. Quarterly, Ranking system, and due diligence part is repeated and rebalancing is done. For first-year rebalancing can be frequent. after 1 year it will be 2-3 rebalances a year. Preferred amount of investment should be at least 2-3 lacs.

- Constructed using a Quantitative, Rule-based framework specially designed from HNIs perspective. - Combines signals derived from multiple timeframes to identify emerging strength across sectors/stocks - The approach focuses on systematic stock selection, aiming to capture sustained trends while maintaining consistency and objectivity - Diversified Stock Portfolio, to reduce concentration risk and maintain balanced exposure - Systematic Trend Participation, focused on holding strength and exiting weakness early - Dynamic Cash Allocation and ability to reduce exposure during broader market weakness - Active Monitoring & Rebalancing to align the portfolio with evolving market conditions

Drone : High-Growth at the Intersection of Agriculture, Technology & Defence Objective: Designed to capture smartwealth creation by investing in India’s drone Growth across agriculture, industrial services, and defence-linked applications. Strategy: Invests in a focused basket of companies in drone manufacturing, precision agri-tech services, data analytics, mapping, surveillance, and defence overlap — sectors backed by policy push and rising adoption. Use Case: Ideal for aggressive, future-focused investors who want exposure to an emerging sunrise theme through SIPs or lump-sum investments. Simple, Model-Driven & Rules-Based Approach Drone-First Selection: Companies with exposure to drone manufacturing, services, or enabling ecosystems. Growth Bias: Focus on businesses benefiting from Drone demand, government incentives, and scalable use cases. Balanced Allocation: Equal-weighted exposure helps reduce dependence on any single stock or sub-segment. Active Review & Risk Management Regular Monitoring: Reviewed periodically to ensure Growth stocks remains and losers are removed. Volatility Awareness: Portfolio aims to manage drawdowns during uncertain market phases while staying invested in the theme.

The Intrinsic Value CORE Portfolio follows a disciplined value investing approach focused on identifying fundamentally strong businesses available at deeply undervalued prices. Investment Approach Out of favor sectors are selected based on Market cycles. 3 dimensional ranking is performed and top 3 stocks are selected The minimum intrinsic value of the stocks is calculated. Top Stocks are bought at their minimum intrinsic value. Hold till market cycle reverses, Sector performs. Exit near Maximum intrinsic value. Average holding per stock is 2.5 years. The portfolio will be rebalanced as per need basis. Preferred amount to invest should be atleast 4-5 lacs over the year. Objective The portfolio is designed for investors seeking a research-driven, long-term investment approach focused on wealth creation through disciplined value investing principles.

Why should you invest in this portfolio? This Portfolio lets you invest in India's 10 biggest and most stable companies with ease. Ideal for investors with a period of 3-4 Years and Investment size of INR 5 to 30 Lacs. Hassle-Free & Peace of Mind Investing, enjoy consistent Returns with Need Basis rebalancing by a professional. This equal-weight strategy (10% in each company) keeps things simple and is suitable for long-term wealth creation through India's leading companies. Blue-chip companies typically overcome volatile markets and can generate steady returns. Salient Features: > Portfolio with a proven statistics of stable & Consistent earnings. > Stock selection Based on Growth Accelerated Momentum System. > Historical returns beats Nifty 100 index by a wide margin > All Weather reliable product can handle all market conditions maturely. > Capital protection with better returns than Benchmark. > Need Basis rebalanced portfolio,helps in keeping the churn & transaction costs low. > All stocks are held in your brokerage account, giving you complete control. Start small, invest smart! # It is important to note that investing always involves risk, and past performance is not a guarantee of future results. Any potential investor should thoroughly research and evaluate any recommendation or investment opportunity before deciding.

The Cash King Portfolio is designed for investors who prioritize capital preservation, liquidity, and asymmetric upside potential. This strategy selectively invests in companies that hold high cash reserves, maintain low or zero debt, and demonstrate sound capital allocation. These are businesses that not only survive downturns but emerge stronger from them. Why “Cash King”? • 🛡️ Downside Protection: Cash-rich companies have the cushion to withstand economic stress without resorting to equity dilution or borrowing. • 📈 Optionality in Tough Times: These companies can acquire distressed assets, invest in R&D, or expand operations while others struggle. • 🔍 High Governance Filters: We prioritize clean accounting, prudent management, and transparency in cash disclosures. • 🧾 Valuation Discipline: We do not overpay. Our buys are backed by valuation comfort with long-term wealth compounding in mind. Portfolio Characteristics: • Sector-agnostic but conservative in nature • Minimum debt-to-equity, high FCF yields • Regularly rebalanced based on quarterly data and triggers • Ideal for investors who value stability with intelligent offense Who is it for? This Portfolio is perfect for: ✅ Risk-conscious investors ✅ Cash flow-focused portfolios ✅ People waiting for the “right opportunity” to deploy capital wisely ✅ Investors looking for all-weather exposure with a long-term view.

Systematic Trend-Following Model: Uses predefined, rule-based logic to identify and follow established trends Data-Driven Framework: Built on quantitative research and structured model design. Disciplined Decision-Making: Removes emotional bias by relying on objective signals rather than view or predictions. Momentum Participation: Aims to capture meaningful directional market moves Risk-Controlled Structure: Ability to take dynamic cash calls along with predefined risk parameters to maintain consistency across market conditions. No Guesswork: Helps investors stay aligned with market direction without frequent monitoring or discretionary intervention. Long-Term Orientation: Designed to support steady, trend-driven compounding through disciplined participation.

The basket provides diversified exposure to the Nifty 100, India's 100 largest listed companies by market capitalisation, through low-cost, highly liquid ETFs. Together these companies account for a significant share of the total market value of Indian equities, spanning financial services, technology, energy, consumer, healthcare and industrials, so the portfolio participates in the broad growth of the Indian economy. This tracker offers immediate diversification across a hundred established businesses in a single basket, which reduces the impact of any one stock underperforming. Because the underlying index is rules-based and reconstituted periodically, the portfolio adjusts automatically as companies grow, decline or enter the top 100, without the investor having to monitor or replace holdings. Costs are kept low, as ETFs carry expense ratios well below those of most actively managed products, and this cost advantage compounds meaningfully over long holding periods. Large-cap companies also tend to be more resilient than smaller businesses through market cycles, given their scale, access to capital and diversified revenue streams. The basket works well as the core equity holding in a long-term portfolio, or as a straightforward starting point for investors building their first allocation to Indian equities. It is transparent and easy to understand, and because both ETFs trade on the exchange, investors can enter or exit at market prices on any trading day.

This thematic basket is designed to capture India’s multi-year capex, manufacturing, infrastructure, defence and electrification opportunity. It combines established infrastructure leaders, industrial automation companies, defence-electronics players, power utilities, cable manufacturers, cement companies and electronics manufacturing businesses. The objective is to provide diversified exposure to companies that may benefit from higher public and private capital expenditure, power demand growth, infrastructure development, domestic manufacturing expansion and energy transition. The basket is suitable for investors with a high-risk appetite and a long-term investment horizon. Performance may be volatile due to valuation risk, sector rotation, execution delays and macroeconomic changes.

A simple, evergreen asset allocation portfolio built entirely with ETFs. It combines three asset classes with distinct roles: Indian equities for long-term growth, high-quality debt for stability and liquidity, and gold for diversification. Equity exposure comes from large-cap and next-tier large-cap index ETFs. Debt is held in a medium-duration government securities ETF alongside a liquid ETF that serves as cash. Gold is held through a physically backed gold ETF. Different assets lead in different conditions. Equities tend to do well when growth is strong, government bonds often help when growth slows, and gold has historically held up during inflation, currency weakness and equity sell-offs. Owning all three reduces dependence on any single market outcome and can make the journey smoother than an equity-only portfolio. The liquid ETF provides ready funds for rebalancing, so the basket can add to whichever asset has fallen without selling others. The portfolio is reviewed periodically and rebalanced when allocations drift, without attempts to predict markets. It suits investors looking for a diversified, low-cost core portfolio to hold through changing market conditions. The basket carries market risk, and equity and gold values can fall, especially over shorter periods.

Alpha Allrounder portfolio is Flexi Cap oriented strategy and adopts a true to label flexi cap approach by investing in companies across market capitalizations. The portfolio shall invest in high quality, high growth companies at reasonable valuations. It is a diversified portfolio with no sector bias and is constructed on bottoms up basis with best investment ideas. The Portfolio aims to deliver superior risk adjusted returns with moderate volatility.

Alpha Prime has been created by our team of experts who have picked stocks with a strong competitive edge and are equipped to provide risk-adjusted returns. Alpha Prime consists of diversified companies that are worth your time and investment since it comprises of all-weather stocks, and still manages to maintain stability. We identify the titans of the industry - companies that provide strong growth prospects and functions under great management and governance.

STRONG QUATERLY GROWTH

data center and high growth