Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Bonanza Multicap
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
5.27%
6 Months
3.88%
15.28%
1 Year
−7.98%
11.46%
3 Years
11.06%
12.93%
5 Years
10.06%
14.25%
Since Inception
11.56%
20.43%
Fund Age
5 yrs 3 mo
8 yrs 1 mo
AUM
₹106.37 Cr
₹7.34 Cr
Alpha – 1 Year
−10.96%
11.81%
Alpha – 3 Years
−0.82%
3.93%
Information Ratio – 3 Years
0.00
0.17
Volatility – 1 Year
16.00%
25.10%
Volatility – 3 Years
17.59%
27.35%
Beta – 1 Year
0.79
1.24
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
0.33
Sharpe Ratio – 3 Years
0.42
0.39
Worst Rolling Year
—
12.27%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−33.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 5% · S 83%
Number of Stocks
—
33
Portfolio P/E
—
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
—
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%