Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.54%
6 Months
3.88%
29.52%
1 Year
−7.98%
27.35%
3 Years
11.06%
14.30%
5 Years
10.06%
12.28%
Since Inception
11.56%
21.22%
Fund Age
5 yrs 3 mo
9 yrs 10 mo
AUM
₹106.37 Cr
₹374.43 Cr
Alpha – 1 Year
−10.96%
22.63%
Alpha – 3 Years
−0.82%
2.21%
Information Ratio – 3 Years
0.00
0.15
Volatility – 1 Year
16.00%
28.49%
Volatility – 3 Years
17.59%
24.50%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
0.97
1.24
Sharpe Ratio – 1 Year
-0.78
0.80
Sharpe Ratio – 3 Years
0.42
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−30.92%
Recovery Period
—
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%