Alternate Investment Fund
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MRG Capital - Multi Strategy Absolute Return Fund

Alternate Investment Fund - CAT III

SEBI Registration: IN/AIF 3/24-25/1518

Fund Overview:

MRG Capital Alternate Investment Fund (Category III) is an Open ended, Multi Strategy Absolute Return Fund focused on generating market beating absolute returns in all market conditions. The fund seeks capital appreciation and positive returns in an efficient, risk-adjusted manner through long and short positions in equities and indices. Capital preservation is a key underpinning in all of the Fund’s trading strategies

Features:

  • Multi-Asset Strategies
  • Risk Hedging with Long-Short Positions
  • Targeting Absolute Returns in All Market Conditions

Advantages of Long - Short Fund:

  • Help diversify a portfolio of pure long-only equity investments
  • Spread risk across asset classes, and generate positive returns irrespective of market movements
  • Flexibility and Agility in asset allocations which a Mutual fund or PMS cannot offer

Investment Philosophy:

  • MRG Capital Multi Strategy Absolute Return Fund aims to provide positive returns with low volatility, across different market scenarios
  • The portfolio has a low correlation with conventional asset classes
  • The strategy follows a blend of fundamental, quantitative, and macro strategies for identifying trading opportunities

Investment Strategy:

  • The fund’s objective is achieved by maintaining a judicious mix of long only and long/short portfolio
  • The fund will invest 60% – 70% of the proceeds in a portfolio of 25 – 30 high conviction stocks with higher liquidity
  • The balance 30% – 40% of funds will be utilized in a long/short portfolio to limit downside or enhance returns depending on market conditions, to deliver absolute returns

Up Market

Down Market

Sideways Market

Aims to be positively correlated in an up market

Aims to be inversely correlated in a down market

Aims to generate absolute returns

Strategy may lag the market due to a lower net exposure. Investment Manager may add value if long appreciates more than the short basket

Strategy aims to have a lower drawdown in a correction phase of the market due to a lower net exposure. Investment Manager may add value if short position declines more than the long basket

Strategy aims to outperform the market in these phases as divergence of stock returns within the sector can be a potential source of alpha.


Direct Onboarding Route

 

All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.

Our Custodians

A SEBI-registered custodian is a mandatory appointment by a SEBI-registered Alternate Investment Fund (AIF) to oversee the management of fund accounting and custody of funds invested by AIF investors. This practice is implemented to guarantee the safety and transparency of investments for AIF clients. MRG Capital has appointed HDFC Bank as its custodian.

Note: we also offer a completely online onboarding process, for details get in touch with us.


Have Any Questions?

Let us know your query and someone from our team will get back to you within 24 hours.

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