Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Eureka signature approach
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%
0.53%
6 Months
3.88%
8.20%
1 Year
−7.98%
10.87%
3 Years
11.06%
16.09%
5 Years
10.06%
14.49%
Since Inception
11.56%
9.93%
Fund Age
5 yrs 3 mo
8 yrs 9 mo
AUM
₹106.37 Cr
₹64.23 Cr
Alpha – 1 Year
−10.96%
7.11%
Alpha – 3 Years
−0.82%
5.20%
Information Ratio – 3 Years
0.00
0.63
Volatility – 1 Year
16.00%
21.13%
Volatility – 3 Years
17.59%
19.82%
Beta – 1 Year
0.79
1.16
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.78
0.35
Sharpe Ratio – 3 Years
0.42
0.59
Worst Rolling Year
—
-6.69%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−22.93%
Recovery Period
—
496 days
1-Year Rolling Windows Positive
—
90.85%
Median Rolling Year
—
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –