Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Fractal Capital - Opportunities
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%
5.48%
6 Months
3.88%
13.51%
1 Year
−7.98%
1.35%
3 Years
11.06%
13.26%
5 Years
10.06%
—
Since Inception
11.56%
19.28%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹106.37 Cr
₹36.17 Cr
Alpha – 1 Year
−10.96%
−3.37%
Alpha – 3 Years
−0.82%
1.17%
Information Ratio – 3 Years
0.00
0.14
Volatility – 1 Year
16.00%
24.66%
Volatility – 3 Years
17.59%
18.82%
Beta – 1 Year
0.79
1.31
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
-0.78
-0.05
Sharpe Ratio – 3 Years
0.42
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.89%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%