Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−1.54%
6 Months
3.88%
−5.38%
1 Year
−7.98%
−6.70%
3 Years
11.06%
7.98%
5 Years
10.06%
—
Since Inception
11.56%
7.98%
Fund Age
5 yrs 3 mo
2 yrs 11 mo
AUM
₹106.37 Cr
₹7.31 Cr
Alpha – 1 Year
−10.96%
−6.35%
Alpha – 3 Years
−0.82%
−1.02%
Information Ratio – 3 Years
0.00
-0.08
Volatility – 1 Year
16.00%
17.44%
Volatility – 3 Years
17.59%
15.65%
Beta – 1 Year
0.79
1.08
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.61
Sharpe Ratio – 3 Years
0.42
0.22
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%