Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Core Value Strategy-Concentrated Option
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.00%
6 Months
3.88%
4.68%
1 Year
−7.98%
1.87%
3 Years
11.06%
11.50%
5 Years
10.06%
11.18%
Since Inception
11.56%
13.51%
Fund Age
5 yrs 3 mo
7 yrs 4 mo
AUM
₹106.37 Cr
₹149.25 Cr
Alpha – 1 Year
−10.96%
−2.85%
Alpha – 3 Years
−0.82%
−0.59%
Information Ratio – 3 Years
0.00
-0.25
Volatility – 1 Year
16.00%
19.19%
Volatility – 3 Years
17.59%
15.31%
Beta – 1 Year
0.79
1.06
Beta – 3 Years
0.97
0.92
Sharpe Ratio – 1 Year
-0.78
-0.09
Sharpe Ratio – 3 Years
0.42
0.39
Worst Rolling Year
—
9.38%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−17.52%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 61% · M 17% · S 18%
Number of Stocks
—
15
Portfolio P/E
—
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
—
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%