Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
3.88%
3.53%
1 Year
−7.98%
−0.08%
3 Years
11.06%
14.56%
5 Years
10.06%
12.33%
Since Inception
11.56%
18.88%
Fund Age
5 yrs 3 mo
16 yrs 7 mo
AUM
₹106.37 Cr
₹1,574.57 Cr
Alpha – 1 Year
−10.96%
0.35%
Alpha – 3 Years
−0.82%
5.99%
Information Ratio – 3 Years
0.00
0.72
Volatility – 1 Year
16.00%
16.64%
Volatility – 3 Years
17.59%
15.28%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
0.94
Sharpe Ratio – 1 Year
-0.78
-0.25
Sharpe Ratio – 3 Years
0.42
0.61
Worst Rolling Year
—
-0.31%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−22.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.36%
Median Rolling Year
—
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 39% · M 8% · S 47%
Number of Stocks
—
33
Portfolio P/E
—
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%