Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Bonanza - Value
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
6.51%
6 Months
3.88%
14.93%
1 Year
−7.98%
16.79%
3 Years
11.06%
13.85%
5 Years
10.06%
12.48%
Since Inception
11.56%
18.86%
Fund Age
5 yrs 3 mo
14 yrs 11 mo
AUM
₹106.37 Cr
₹32.99 Cr
Alpha – 1 Year
−10.96%
17.14%
Alpha – 3 Years
−0.82%
4.85%
Information Ratio – 3 Years
0.00
0.41
Volatility – 1 Year
16.00%
17.36%
Volatility – 3 Years
17.59%
20.03%
Beta – 1 Year
0.79
0.65
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.78
0.67
Sharpe Ratio – 3 Years
0.42
0.57
Worst Rolling Year
—
-8.60%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
—
−30.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
82.13%
Median Rolling Year
—
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 16% · S 61%
Number of Stocks
—
69
Portfolio P/E
—
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
—
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%