Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Chatur Amrit Kaal Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Chatur Amrit Kaal Fund
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%
1.06%
6 Months
3.88%
4.58%
1 Year
−7.98%
5.92%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
7.28%
Fund Age
5 yrs 3 mo
7 mo
AUM
₹106.37 Cr
₹119.65 Cr
Alpha – 1 Year
−10.96%
—
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
—
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
—
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 72% · M 12% · S 15%
Number of Stocks
—
35
Portfolio P/E
—
—
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%
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
Top Sectors
—
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%