Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ASK - ISP
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%
2.48%
6 Months
3.88%
−4.44%
1 Year
−7.98%
−4.32%
3 Years
11.06%
3.67%
5 Years
10.06%
4.35%
Since Inception
11.56%
13.19%
Fund Age
5 yrs 3 mo
16 yrs 6 mo
AUM
₹106.37 Cr
₹953.19 Cr
Alpha – 1 Year
−10.96%
−7.30%
Alpha – 3 Years
−0.82%
−8.21%
Information Ratio – 3 Years
0.00
-1.44
Volatility – 1 Year
16.00%
16.93%
Volatility – 3 Years
17.59%
16.57%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.78
-0.50
Sharpe Ratio – 3 Years
0.42
-0.03
Worst Rolling Year
—
-3.66%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−24.45%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.35%
Median Rolling Year
—
12.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 52% · M 23% · S 20%
Number of Stocks
—
21
Portfolio P/E
—
34.55
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 · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
—
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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%