Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Axis Pure Growth Portfolio
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−1.22%
6 Months
3.88%
5.87%
1 Year
−7.98%
2.35%
3 Years
11.06%
13.67%
5 Years
10.06%
15.58%
Since Inception
11.56%
16.64%
Fund Age
5 yrs 3 mo
5 yrs 6 mo
AUM
₹106.37 Cr
₹756.71 Cr
Alpha – 1 Year
−10.96%
−0.63%
Alpha – 3 Years
−0.82%
1.78%
Information Ratio – 3 Years
0.00
0.09
Volatility – 1 Year
16.00%
15.74%
Volatility – 3 Years
17.59%
14.36%
Beta – 1 Year
0.79
0.82
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.78
-0.13
Sharpe Ratio – 3 Years
0.42
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−15.74%
Recovery Period
—
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%