Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Capgrow - Special Situations
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%
1.89%
6 Months
3.88%
10.00%
1 Year
−7.98%
−1.96%
3 Years
11.06%
9.82%
5 Years
10.06%
10.88%
Since Inception
11.56%
15.88%
Fund Age
5 yrs 3 mo
7 yrs 9 mo
AUM
₹106.37 Cr
₹132.34 Cr
Alpha – 1 Year
−10.96%
−4.94%
Alpha – 3 Years
−0.82%
−2.07%
Information Ratio – 3 Years
0.00
-0.27
Volatility – 1 Year
16.00%
23.02%
Volatility – 3 Years
17.59%
21.53%
Beta – 1 Year
0.79
1.20
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
-0.20
Sharpe Ratio – 3 Years
0.42
0.32
Worst Rolling Year
—
9.15%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−28.98%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 2% · S 86%
Number of Stocks
—
59
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
—
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
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%