Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Citrus -Sector Leaders Fund
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.91%
6 Months
3.88%
4.40%
1 Year
−7.98%
7.01%
3 Years
11.06%
10.97%
5 Years
10.06%
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Since Inception
11.56%
10.85%
Fund Age
5 yrs 3 mo
3 yrs
AUM
₹106.37 Cr
₹47.29 Cr
Alpha – 1 Year
−10.96%
7.36%
Alpha – 3 Years
−0.82%
1.97%
Information Ratio – 3 Years
0.00
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Volatility – 1 Year
16.00%
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Volatility – 3 Years
17.59%
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Beta – 1 Year
0.79
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Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.78
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Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 76% · M 4% · S 18%
Number of Stocks
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Portfolio P/E
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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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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