Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
CAPITAL MIND-All Weather Equity
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%
1.61%
6 Months
3.88%
4.03%
1 Year
−7.98%
4.49%
3 Years
11.06%
14.35%
5 Years
10.06%
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Since Inception
11.56%
16.62%
Fund Age
5 yrs 3 mo
4 yrs
AUM
₹106.37 Cr
₹303 Cr
Alpha – 1 Year
−10.96%
4.92%
Alpha – 3 Years
−0.82%
5.78%
Information Ratio – 3 Years
0.00
1.15
Volatility – 1 Year
16.00%
16.32%
Volatility – 3 Years
17.59%
14.15%
Beta – 1 Year
0.79
0.98
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.78
0.01
Sharpe Ratio – 3 Years
0.42
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.17%
Recovery Period
—
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
1.00% / yr
0.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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