Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.49%
6 Months
3.88%
−0.27%
1 Year
−7.98%
7.71%
3 Years
11.06%
8.88%
5 Years
10.06%
8.76%
Since Inception
11.56%
13.52%
Fund Age
5 yrs 3 mo
6 yrs 6 mo
AUM
₹106.37 Cr
₹23.87 Cr
Alpha – 1 Year
−10.96%
0.17%
Alpha – 3 Years
−0.82%
−2.38%
Information Ratio – 3 Years
0.00
-0.16
Volatility – 1 Year
16.00%
13.29%
Volatility – 3 Years
17.59%
12.09%
Beta – 1 Year
0.79
1.31
Beta – 3 Years
0.97
1.39
Sharpe Ratio – 1 Year
-0.78
0.23
Sharpe Ratio – 3 Years
0.42
0.33
Worst Rolling Year
—
8.03%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−16.96%
Recovery Period
—
334 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
66
Portfolio P/E
—
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%