Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Composite India - GARP 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%
3.99%
6 Months
3.88%
22.77%
1 Year
−7.98%
24.21%
3 Years
11.06%
13.20%
5 Years
10.06%
12.56%
Since Inception
11.56%
18.69%
Fund Age
5 yrs 3 mo
7 yrs 4 mo
AUM
₹106.37 Cr
₹114.64 Cr
Alpha – 1 Year
−10.96%
19.49%
Alpha – 3 Years
−0.82%
1.43%
Information Ratio – 3 Years
0.00
0.12
Volatility – 1 Year
16.00%
24.82%
Volatility – 3 Years
17.59%
21.64%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.78
0.78
Sharpe Ratio – 3 Years
0.42
0.46
Worst Rolling Year
—
10.43%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−24.42%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 28% · S 47%
Number of Stocks
—
32
Portfolio P/E
—
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%