Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Centrum PMS - Micro
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%
5.99%
6 Months
3.88%
26.63%
1 Year
−7.98%
16.86%
3 Years
11.06%
13.24%
5 Years
10.06%
17.56%
Since Inception
11.56%
16.65%
Fund Age
5 yrs 3 mo
10 yrs 1 mo
AUM
₹106.37 Cr
₹11.38 Cr
Alpha – 1 Year
−10.96%
12.14%
Alpha – 3 Years
−0.82%
1.15%
Information Ratio – 3 Years
0.00
0.20
Volatility – 1 Year
16.00%
29.32%
Volatility – 3 Years
17.59%
24.13%
Beta – 1 Year
0.79
1.44
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.78
0.48
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
-10.45%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−32.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
89.77%
Median Rolling Year
—
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 1% · S 95%
Number of Stocks
—
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%