Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.35%
6 Months
3.88%
3.75%
1 Year
−7.98%
−5.76%
3 Years
11.06%
3.98%
5 Years
10.06%
6.05%
Since Inception
11.56%
9.94%
Fund Age
5 yrs 3 mo
7 yrs 9 mo
AUM
₹106.37 Cr
₹45.09 Cr
Alpha – 1 Year
−10.96%
−8.74%
Alpha – 3 Years
−0.82%
−7.91%
Information Ratio – 3 Years
0.00
-1.11
Volatility – 1 Year
16.00%
21.69%
Volatility – 3 Years
17.59%
18.00%
Beta – 1 Year
0.79
1.21
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
-0.42
Sharpe Ratio – 3 Years
0.42
0.01
Worst Rolling Year
—
3.08%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−29.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 35% · M 13% · S 51%
Number of Stocks
—
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
—
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%