Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Eklavya Equity
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%
−0.98%
6 Months
3.88%
4.93%
1 Year
−7.98%
−0.37%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
4.91%
Fund Age
5 yrs 3 mo
2 yrs 1 mo
AUM
₹106.37 Cr
₹8 Cr
Alpha – 1 Year
−10.96%
−0.02%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
12.93%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.72
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.38
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−12.49%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%