Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
3.88%
32.15%
1 Year
−7.98%
16.77%
3 Years
11.06%
19.00%
5 Years
10.06%
20.10%
Since Inception
11.56%
27.01%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹106.37 Cr
₹247.64 Cr
Alpha – 1 Year
−10.96%
13.79%
Alpha – 3 Years
−0.82%
7.10%
Information Ratio – 3 Years
0.00
0.30
Volatility – 1 Year
16.00%
39.13%
Volatility – 3 Years
17.59%
29.47%
Beta – 1 Year
0.79
1.87
Beta – 3 Years
0.97
1.36
Sharpe Ratio – 1 Year
-0.78
0.42
Sharpe Ratio – 3 Years
0.42
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−35.86%
Recovery Period
—
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%