Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.73%
6 Months
3.88%
2.87%
1 Year
−7.98%
8.13%
3 Years
11.06%
16.18%
5 Years
10.06%
18.39%
Since Inception
11.56%
20.76%
Fund Age
5 yrs 3 mo
10 yrs
AUM
₹106.37 Cr
₹12,257.23 Cr
Alpha – 1 Year
−10.96%
5.15%
Alpha – 3 Years
−0.82%
4.29%
Information Ratio – 3 Years
0.00
0.41
Volatility – 1 Year
16.00%
17.45%
Volatility – 3 Years
17.59%
14.35%
Beta – 1 Year
0.79
0.98
Beta – 3 Years
0.97
0.87
Sharpe Ratio – 1 Year
-0.78
0.22
Sharpe Ratio – 3 Years
0.42
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
—
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%