Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.56%
6 Months
3.88%
14.31%
1 Year
−7.98%
23.04%
3 Years
11.06%
17.41%
5 Years
10.06%
14.44%
Since Inception
11.56%
16.04%
Fund Age
5 yrs 3 mo
5 yrs 2 mo
AUM
₹106.37 Cr
₹246.55 Cr
Alpha – 1 Year
−10.96%
18.32%
Alpha – 3 Years
−0.82%
5.32%
Information Ratio – 3 Years
0.00
0.69
Volatility – 1 Year
16.00%
16.66%
Volatility – 3 Years
17.59%
14.65%
Beta – 1 Year
0.79
0.91
Beta – 3 Years
0.97
0.83
Sharpe Ratio – 1 Year
-0.78
1.02
Sharpe Ratio – 3 Years
0.42
0.82
Worst Rolling Year
—
13.49%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−17.20%
Recovery Period
—
198 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 31% · M 25% · S 41%
Number of Stocks
—
33
Portfolio P/E
—
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
—
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%