Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ayan-PriceBridge Eternal-Long Life
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.45%
6 Months
3.88%
1.58%
1 Year
−7.98%
−4.61%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
7.74%
Fund Age
5 yrs 3 mo
2 yrs 7 mo
AUM
₹106.37 Cr
₹33.19 Cr
Alpha – 1 Year
−10.96%
−7.59%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
20.19%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.41
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 5% · M 31% · S 60%
Number of Stocks
—
50
Portfolio P/E
—
39.07
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%
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
—
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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