Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−1.86%
6 Months
3.88%
0.50%
1 Year
−7.98%
6.34%
3 Years
11.06%
19.74%
5 Years
10.06%
16.62%
Since Inception
11.56%
20.10%
Fund Age
5 yrs 3 mo
6 yrs 1 mo
AUM
₹106.37 Cr
₹56.91 Cr
Alpha – 1 Year
−10.96%
1.64%
Alpha – 3 Years
−0.82%
7.64%
Information Ratio – 3 Years
0.00
0.90
Volatility – 1 Year
16.00%
16.52%
Volatility – 3 Years
17.59%
17.18%
Beta – 1 Year
0.79
0.89
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.78
0.14
Sharpe Ratio – 3 Years
0.42
0.84
Worst Rolling Year
—
18.93%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 59% · M 40%
Number of Stocks
—
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%