Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.27%
6 Months
3.88%
3.15%
1 Year
−7.98%
1.21%
3 Years
11.06%
7.56%
5 Years
10.06%
7.07%
Since Inception
11.56%
8.52%
Fund Age
5 yrs 3 mo
9 yrs 8 mo
AUM
₹106.37 Cr
₹13.66 Cr
Alpha – 1 Year
−10.96%
−5.64%
Alpha – 3 Years
−0.82%
−3.47%
Information Ratio – 3 Years
0.00
-0.30
Volatility – 1 Year
16.00%
12.30%
Volatility – 3 Years
17.59%
8.49%
Beta – 1 Year
0.79
1.19
Beta – 3 Years
0.97
0.90
Sharpe Ratio – 1 Year
-0.78
-0.24
Sharpe Ratio – 3 Years
0.42
0.19
Worst Rolling Year
—
1.86%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
—
−11.36%
Recovery Period
—
126 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 26% · M 7% · S 35%
Number of Stocks
—
30
Portfolio P/E
—
27.21
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 Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
—
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
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%