Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Centrum PMS - Good to Great
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%
1.70%
6 Months
3.88%
9.08%
1 Year
−7.98%
−2.99%
3 Years
11.06%
5.96%
5 Years
10.06%
8.08%
Since Inception
11.56%
15.75%
Fund Age
5 yrs 3 mo
7 yrs 2 mo
AUM
₹106.37 Cr
₹61.93 Cr
Alpha – 1 Year
−10.96%
−7.71%
Alpha – 3 Years
−0.82%
−6.13%
Information Ratio – 3 Years
0.00
-0.39
Volatility – 1 Year
16.00%
26.39%
Volatility – 3 Years
17.59%
21.38%
Beta – 1 Year
0.79
1.37
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
-0.20
Sharpe Ratio – 3 Years
0.42
0.18
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−33.64%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 82%
Number of Stocks
—
24
Portfolio P/E
—
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
1.00% / yr
2.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%