Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Bonanza - Growth
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%
3.68%
6 Months
3.88%
−1.81%
1 Year
−7.98%
5.85%
3 Years
11.06%
8.65%
5 Years
10.06%
7.90%
Since Inception
11.56%
16.09%
Fund Age
5 yrs 3 mo
16 yrs 4 mo
AUM
₹106.37 Cr
₹22.08 Cr
Alpha – 1 Year
−10.96%
6.20%
Alpha – 3 Years
−0.82%
−0.35%
Information Ratio – 3 Years
0.00
0.11
Volatility – 1 Year
16.00%
17.32%
Volatility – 3 Years
17.59%
15.11%
Beta – 1 Year
0.79
0.79
Beta – 3 Years
0.97
0.87
Sharpe Ratio – 1 Year
-0.78
0.10
Sharpe Ratio – 3 Years
0.42
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−17.79%
Recovery Period
—
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 16% · S 47%
Number of Stocks
—
37
Portfolio P/E
—
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%