Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Fort Capital - Value Fund
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%
5.09%
6 Months
3.88%
20.56%
1 Year
−7.98%
20.29%
3 Years
11.06%
11.79%
5 Years
10.06%
16.62%
Since Inception
11.56%
15.84%
Fund Age
5 yrs 3 mo
7 yrs 11 mo
AUM
₹106.37 Cr
₹12.5 Cr
Alpha – 1 Year
−10.96%
15.57%
Alpha – 3 Years
−0.82%
−0.30%
Information Ratio – 3 Years
0.00
-0.02
Volatility – 1 Year
16.00%
23.44%
Volatility – 3 Years
17.59%
21.14%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
0.68
Sharpe Ratio – 3 Years
0.42
0.39
Worst Rolling Year
—
9.17%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.97%
Recovery Period
—
470 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
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%
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%