Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
3.88%
3.14%
1 Year
−7.98%
14.41%
3 Years
11.06%
16.50%
5 Years
10.06%
—
Since Inception
11.56%
17.99%
Fund Age
5 yrs 3 mo
3 yrs 2 mo
AUM
₹106.37 Cr
₹19.19 Cr
Alpha – 1 Year
−10.96%
14.84%
Alpha – 3 Years
−0.82%
7.93%
Information Ratio – 3 Years
0.00
1.26
Volatility – 1 Year
16.00%
16.65%
Volatility – 3 Years
17.59%
14.41%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.78
0.57
Sharpe Ratio – 3 Years
0.42
0.78
Worst Rolling Year
—
16.17%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−18.49%
Recovery Period
—
257 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 52% · M 24% · S 17%
Number of Stocks
—
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
—
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
1.00% / yr
0.35% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%