Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Geojit - Ethical Portfolio
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%
1.73%
6 Months
3.88%
9.02%
1 Year
−7.98%
1.62%
3 Years
11.06%
4.68%
5 Years
10.06%
—
Since Inception
11.56%
5.77%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹106.37 Cr
₹13.09 Cr
Alpha – 1 Year
−10.96%
−3.10%
Alpha – 3 Years
−0.82%
−7.41%
Information Ratio – 3 Years
0.00
-1.02
Volatility – 1 Year
16.00%
18.69%
Volatility – 3 Years
17.59%
17.05%
Beta – 1 Year
0.79
0.99
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.78
-0.11
Sharpe Ratio – 3 Years
0.42
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−28.39%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 17% · S 45%
Number of Stocks
—
30
Portfolio P/E
—
—
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—