Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.48%
6 Months
3.88%
0.17%
1 Year
−7.98%
1.53%
3 Years
11.06%
6.30%
5 Years
10.06%
7.16%
Since Inception
11.56%
16.58%
Fund Age
5 yrs 3 mo
6 yrs 6 mo
AUM
₹106.37 Cr
₹182.72 Cr
Alpha – 1 Year
−10.96%
−3.19%
Alpha – 3 Years
−0.82%
−5.79%
Information Ratio – 3 Years
0.00
-1.15
Volatility – 1 Year
16.00%
17.17%
Volatility – 3 Years
17.59%
15.94%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
-0.13
Sharpe Ratio – 3 Years
0.42
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
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 Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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%