Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
2.75%
6 Months
3.88%
26.95%
1 Year
−7.98%
13.12%
3 Years
11.06%
17.80%
5 Years
10.06%
15.04%
Since Inception
11.56%
22.70%
Fund Age
5 yrs 3 mo
8 yrs
AUM
₹106.37 Cr
₹357.26 Cr
Alpha – 1 Year
−10.96%
10.14%
Alpha – 3 Years
−0.82%
5.90%
Information Ratio – 3 Years
0.00
0.31
Volatility – 1 Year
16.00%
32.38%
Volatility – 3 Years
17.59%
25.45%
Beta – 1 Year
0.79
1.68
Beta – 3 Years
0.97
1.37
Sharpe Ratio – 1 Year
-0.78
0.36
Sharpe Ratio – 3 Years
0.42
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−26.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%