Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.76%
6 Months
3.88%
11.66%
1 Year
−7.98%
12.54%
3 Years
11.06%
11.42%
5 Years
10.06%
—
Since Inception
11.56%
6.78%
Fund Age
5 yrs 3 mo
4 yrs 10 mo
AUM
₹106.37 Cr
₹2.34 Cr
Alpha – 1 Year
−10.96%
7.82%
Alpha – 3 Years
−0.82%
−0.67%
Information Ratio – 3 Years
0.00
-0.04
Volatility – 1 Year
16.00%
21.44%
Volatility – 3 Years
17.59%
14.93%
Beta – 1 Year
0.79
1.05
Beta – 3 Years
0.97
0.81
Sharpe Ratio – 1 Year
-0.78
0.41
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−16.40%
Recovery Period
—
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 22% · S 27%
Number of Stocks
—
19
Portfolio P/E
—
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%