Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
3.88%
18.59%
1 Year
−7.98%
13.77%
3 Years
11.06%
9.52%
5 Years
10.06%
8.40%
Since Inception
11.56%
10.24%
Fund Age
5 yrs 3 mo
11 yrs
AUM
₹106.37 Cr
₹20.83 Cr
Alpha – 1 Year
−10.96%
14.12%
Alpha – 3 Years
−0.82%
0.53%
Information Ratio – 3 Years
0.00
0.07
Volatility – 1 Year
16.00%
22.14%
Volatility – 3 Years
17.59%
20.01%
Beta – 1 Year
0.79
1.14
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
0.45
Sharpe Ratio – 3 Years
0.42
0.29
Worst Rolling Year
—
-15.27%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
—
−27.52%
Recovery Period
—
441 days
1-Year Rolling Windows Positive
—
76.89%
Median Rolling Year
—
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 9% · S 77%
Number of Stocks
—
25
Portfolio P/E
—
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
—
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%