Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Axis - Brand Equity PMS
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%
2.39%
6 Months
3.88%
10.60%
1 Year
−7.98%
2.51%
3 Years
11.06%
7.68%
5 Years
10.06%
9.38%
Since Inception
11.56%
10.51%
Fund Age
5 yrs 3 mo
9 yrs 6 mo
AUM
₹106.37 Cr
₹804.15 Cr
Alpha – 1 Year
−10.96%
2.94%
Alpha – 3 Years
−0.82%
−0.89%
Information Ratio – 3 Years
0.00
-0.08
Volatility – 1 Year
16.00%
21.76%
Volatility – 3 Years
17.59%
17.30%
Beta – 1 Year
0.79
1.23
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
-0.04
Sharpe Ratio – 3 Years
0.42
0.20
Worst Rolling Year
—
-3.22%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
—
−26.72%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
96.55%
Median Rolling Year
—
12.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 26% · M 6% · S 61%
Number of Stocks
—
42
Portfolio P/E
—
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
—
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%