Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
3.88%
6.20%
1 Year
−7.98%
9.45%
3 Years
11.06%
11.74%
5 Years
10.06%
—
Since Inception
11.56%
12.77%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹106.37 Cr
₹223.43 Cr
Alpha – 1 Year
−10.96%
9.88%
Alpha – 3 Years
−0.82%
3.17%
Information Ratio – 3 Years
0.00
0.40
Volatility – 1 Year
16.00%
16.24%
Volatility – 3 Years
17.59%
16.22%
Beta – 1 Year
0.79
0.89
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.78
0.30
Sharpe Ratio – 3 Years
0.42
0.44
Worst Rolling Year
—
11.49%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−24.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
1.00% / yr
1.35% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%