Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
3.88%
9.66%
1 Year
−7.98%
−3.09%
3 Years
11.06%
6.08%
5 Years
10.06%
7.39%
Since Inception
11.56%
14.00%
Fund Age
5 yrs 3 mo
10 yrs 8 mo
AUM
₹106.37 Cr
₹23.99 Cr
Alpha – 1 Year
−10.96%
−7.81%
Alpha – 3 Years
−0.82%
−6.01%
Information Ratio – 3 Years
0.00
-0.36
Volatility – 1 Year
16.00%
26.88%
Volatility – 3 Years
17.59%
21.87%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
-0.78
-0.19
Sharpe Ratio – 3 Years
0.42
0.19
Worst Rolling Year
—
-6.71%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−35.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
97.09%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 15% · S 82%
Number of Stocks
—
25
Portfolio P/E
—
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
—
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%