Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.64%
6 Months
3.88%
21.51%
1 Year
−7.98%
15.87%
3 Years
11.06%
14.38%
5 Years
10.06%
17.96%
Since Inception
11.56%
16.82%
Fund Age
5 yrs 3 mo
8 yrs 9 mo
AUM
₹106.37 Cr
₹1,503.25 Cr
Alpha – 1 Year
−10.96%
11.15%
Alpha – 3 Years
−0.82%
2.29%
Information Ratio – 3 Years
0.00
0.39
Volatility – 1 Year
16.00%
27.51%
Volatility – 3 Years
17.59%
22.70%
Beta – 1 Year
0.79
1.48
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.78
0.47
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
—
−24.39%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%