Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.82%
6 Months
3.88%
−7.08%
1 Year
−7.98%
−4.02%
3 Years
11.06%
1.10%
5 Years
10.06%
2.02%
Since Inception
11.56%
13.04%
Fund Age
5 yrs 3 mo
17 yrs 10 mo
AUM
₹106.37 Cr
₹50.53 Cr
Alpha – 1 Year
−10.96%
−3.59%
Alpha – 3 Years
−0.82%
−7.46%
Information Ratio – 3 Years
0.00
-1.28
Volatility – 1 Year
16.00%
16.65%
Volatility – 3 Years
17.59%
15.47%
Beta – 1 Year
0.79
1.04
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.78
-0.49
Sharpe Ratio – 3 Years
0.42
-0.20
Worst Rolling Year
—
-4.00%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−23.28%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
97.78%
Median Rolling Year
—
13.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 74% · M 13% · S 9%
Number of Stocks
—
15
Portfolio P/E
—
27.97
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%
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—