Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Emkay Investments - ENVI
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.18%
6 Months
3.88%
19.69%
1 Year
−7.98%
25.97%
3 Years
11.06%
17.02%
5 Years
10.06%
—
Since Inception
11.56%
24.02%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹106.37 Cr
₹101.01 Cr
Alpha – 1 Year
−10.96%
21.25%
Alpha – 3 Years
−0.82%
4.93%
Information Ratio – 3 Years
0.00
0.46
Volatility – 1 Year
16.00%
21.63%
Volatility – 3 Years
17.59%
19.42%
Beta – 1 Year
0.79
1.10
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.78
0.93
Sharpe Ratio – 3 Years
0.42
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−20.44%
Recovery Period
—
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 26% · M 14% · S 51%
Number of Stocks
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Portfolio P/E
—
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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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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