Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
0.08%
6 Months
3.88%
9.62%
1 Year
−7.98%
2.22%
3 Years
11.06%
18.64%
5 Years
10.06%
16.68%
Since Inception
11.56%
18.59%
Fund Age
5 yrs 3 mo
5 yrs
AUM
₹106.37 Cr
₹159.01 Cr
Alpha – 1 Year
−10.96%
−0.76%
Alpha – 3 Years
−0.82%
6.74%
Information Ratio – 3 Years
0.00
0.40
Volatility – 1 Year
16.00%
25.41%
Volatility – 3 Years
17.59%
25.71%
Beta – 1 Year
0.79
1.32
Beta – 3 Years
0.97
1.31
Sharpe Ratio – 1 Year
-0.78
-0.02
Sharpe Ratio – 3 Years
0.42
0.58
Worst Rolling Year
—
17.76%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−32.80%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 14% · S 74%
Number of Stocks
—
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—