Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Axis - Core & Satellite 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%
0.11%
6 Months
3.88%
10.76%
1 Year
−7.98%
8.14%
3 Years
11.06%
7.76%
5 Years
10.06%
10.03%
Since Inception
11.56%
11.69%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹106.37 Cr
₹87.23 Cr
Alpha – 1 Year
−10.96%
8.57%
Alpha – 3 Years
−0.82%
−0.81%
Information Ratio – 3 Years
0.00
0.02
Volatility – 1 Year
16.00%
23.09%
Volatility – 3 Years
17.59%
18.26%
Beta – 1 Year
0.79
1.29
Beta – 3 Years
0.97
1.11
Sharpe Ratio – 1 Year
-0.78
0.21
Sharpe Ratio – 3 Years
0.42
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−25.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%