Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Green Portfolio - Dividend Yield Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.23%
6 Months
3.88%
20.17%
1 Year
−7.98%
23.99%
3 Years
11.06%
27.20%
5 Years
10.06%
23.84%
Since Inception
11.56%
30.10%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹106.37 Cr
₹35.35 Cr
Alpha – 1 Year
−10.96%
21.01%
Alpha – 3 Years
−0.82%
15.30%
Information Ratio – 3 Years
0.00
0.93
Volatility – 1 Year
16.00%
22.70%
Volatility – 3 Years
17.59%
22.95%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.97
1.16
Sharpe Ratio – 1 Year
-0.78
0.81
Sharpe Ratio – 3 Years
0.42
0.94
Worst Rolling Year
—
23.60%
Value at Worst Rolling Year
—
₹1.24 Cr
Deepest Drawdown
—
−22.14%
Recovery Period
—
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
32.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 14% · S 63%
Number of Stocks
—
28
Portfolio P/E
—
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%