Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
3.88%
2.75%
1 Year
−7.98%
19.54%
3 Years
11.06%
16.88%
5 Years
10.06%
17.69%
Since Inception
11.56%
15.84%
Fund Age
5 yrs 3 mo
8 yrs
AUM
₹106.37 Cr
₹335.72 Cr
Alpha – 1 Year
−10.96%
19.89%
Alpha – 3 Years
−0.82%
7.88%
Information Ratio – 3 Years
0.00
0.91
Volatility – 1 Year
16.00%
22.09%
Volatility – 3 Years
17.59%
17.60%
Beta – 1 Year
0.79
1.28
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
0.68
Sharpe Ratio – 3 Years
0.42
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−17.25%
Recovery Period
—
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%