Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ASK - FOP
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ASK - FOP
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.10%
6 Months
3.88%
−7.28%
1 Year
−7.98%
1.15%
3 Years
11.06%
9.13%
5 Years
10.06%
7.36%
Since Inception
11.56%
8.07%
Fund Age
5 yrs 3 mo
8 yrs 1 mo
AUM
₹106.37 Cr
₹172.71 Cr
Alpha – 1 Year
−10.96%
1.58%
Alpha – 3 Years
−0.82%
0.57%
Information Ratio – 3 Years
0.00
0.09
Volatility – 1 Year
16.00%
24.79%
Volatility – 3 Years
17.59%
18.71%
Beta – 1 Year
0.79
1.50
Beta – 3 Years
0.97
1.16
Sharpe Ratio – 1 Year
-0.78
-0.05
Sharpe Ratio – 3 Years
0.42
0.27
Worst Rolling Year
—
0.74%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−19.52%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
10.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 52% · M 17% · S 30%
Number of Stocks
—
23
Portfolio P/E
—
21.42
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 · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
Top Sectors
—
Financial Services · 99.31%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%