Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
GREEN PORTFOLIO - The Green Ethical Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.65%
6 Months
3.88%
36.06%
1 Year
−7.98%
18.40%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
10.79%
Fund Age
5 yrs 3 mo
2 yrs 1 mo
AUM
₹106.37 Cr
₹36.18 Cr
Alpha – 1 Year
−10.96%
15.42%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
30.13%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.44
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.51
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.62%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
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%
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%