Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Composite India - Emerging Star Fund
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%
5.76%
6 Months
3.88%
25.00%
1 Year
−7.98%
17.14%
3 Years
11.06%
16.20%
5 Years
10.06%
15.34%
Since Inception
11.56%
19.60%
Fund Age
5 yrs 3 mo
7 yrs 3 mo
AUM
₹106.37 Cr
₹127.23 Cr
Alpha – 1 Year
−10.96%
12.42%
Alpha – 3 Years
−0.82%
4.43%
Information Ratio – 3 Years
0.00
0.38
Volatility – 1 Year
16.00%
23.12%
Volatility – 3 Years
17.59%
20.20%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
0.56
Sharpe Ratio – 3 Years
0.42
0.61
Worst Rolling Year
—
13.55%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−26.74%
Recovery Period
—
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 26% · M 19% · S 50%
Number of Stocks
—
101
Portfolio P/E
—
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%