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Alpha Alternatives - Systematic Equity vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Alpha Alternatives - Systematic Equity
Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
3.88%
24.50%
1 Year
−7.98%
16.08%
3 Years
11.06%
8.83%
5 Years
10.06%
7.88%
Since Inception
11.56%
9.93%
Fund Age
5 yrs 3 mo
8 yrs 7 mo
AUM
₹106.37 Cr
₹6.19 Cr
Alpha – 1 Year
−10.96%
16.43%
Alpha – 3 Years
−0.82%
−0.16%
Information Ratio – 3 Years
0.00
0.06
Volatility – 1 Year
16.00%
23.83%
Volatility – 3 Years
17.59%
20.97%
Beta – 1 Year
0.79
1.19
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
-0.78
0.51
Sharpe Ratio – 3 Years
0.42
0.26
Worst Rolling Year
—
-1.14%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
—
−28.92%
Recovery Period
—
458 days
1-Year Rolling Windows Positive
—
98.16%
Median Rolling Year
—
14.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 9% · M 13% · S 77%
Number of Stocks
—
33
Portfolio P/E
—
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
—
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%