Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
3.88%
0.68%
1 Year
−7.98%
4.83%
3 Years
11.06%
11.13%
5 Years
10.06%
9.90%
Since Inception
11.56%
12.28%
Fund Age
5 yrs 3 mo
15 yrs 2 mo
AUM
₹106.37 Cr
₹29.37 Cr
Alpha – 1 Year
−10.96%
0.11%
Alpha – 3 Years
−0.82%
−0.96%
Information Ratio – 3 Years
0.00
-0.05
Volatility – 1 Year
16.00%
19.36%
Volatility – 3 Years
17.59%
17.04%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.78
0.06
Sharpe Ratio – 3 Years
0.42
0.43
Worst Rolling Year
—
-9.48%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
315 days
1-Year Rolling Windows Positive
—
93.37%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
—
L 58% · M 7% · S 23%
Number of Stocks
—
23
Portfolio P/E
—
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
—
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%