Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.38%
6 Months
3.88%
7.13%
1 Year
−7.98%
11.04%
3 Years
11.06%
7.66%
5 Years
10.06%
8.70%
Since Inception
11.56%
14.13%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹106.37 Cr
₹3.45 Cr
Alpha – 1 Year
−10.96%
8.06%
Alpha – 3 Years
−0.82%
−4.24%
Information Ratio – 3 Years
0.00
-0.53
Volatility – 1 Year
16.00%
15.44%
Volatility – 3 Years
17.59%
15.96%
Beta – 1 Year
0.79
0.84
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.78
0.40
Sharpe Ratio – 3 Years
0.42
0.20
Worst Rolling Year
—
3.12%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−27.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 36%
Number of Stocks
—
23
Portfolio P/E
—
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
—
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%