Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Equentis Concentrated Portfolio
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%
2.11%
6 Months
3.88%
6.51%
1 Year
−7.98%
4.40%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
5.71%
Fund Age
5 yrs 3 mo
18 mo
AUM
₹106.37 Cr
₹24.25 Cr
Alpha – 1 Year
−10.96%
4.75%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
15.94%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.02
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 56% · M 22% · S 19%
Number of Stocks
—
59
Portfolio P/E
—
41.96
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 · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
—
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%