Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
3.88%
11.91%
1 Year
−7.98%
10.06%
3 Years
11.06%
13.81%
5 Years
10.06%
13.88%
Since Inception
11.56%
20.20%
Fund Age
5 yrs 3 mo
15 yrs 1 mo
AUM
₹106.37 Cr
₹980.13 Cr
Alpha – 1 Year
−10.96%
5.36%
Alpha – 3 Years
−0.82%
1.71%
Information Ratio – 3 Years
0.00
0.21
Volatility – 1 Year
16.00%
18.76%
Volatility – 3 Years
17.59%
19.39%
Beta – 1 Year
0.79
0.98
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
0.32
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
—
-23.74%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
—
−24.32%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
84.14%
Median Rolling Year
—
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
—
L 9% · M 13% · S 73%
Number of Stocks
—
20
Portfolio P/E
—
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
—
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%