Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.87%
6 Months
3.88%
10.71%
1 Year
−7.98%
14.18%
3 Years
11.06%
22.17%
5 Years
10.06%
23.46%
Since Inception
11.56%
19.11%
Fund Age
5 yrs 3 mo
8 yrs
AUM
₹106.37 Cr
₹120.99 Cr
Alpha – 1 Year
−10.96%
9.46%
Alpha – 3 Years
−0.82%
10.08%
Information Ratio – 3 Years
0.00
0.87
Volatility – 1 Year
16.00%
18.02%
Volatility – 3 Years
17.59%
20.69%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.78
0.53
Sharpe Ratio – 3 Years
0.42
0.83
Worst Rolling Year
—
9.94%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−25.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 23% · S 47%
Number of Stocks
—
19
Portfolio P/E
—
29.90
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%
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
—
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%