Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.57%
6 Months
3.88%
13.27%
1 Year
−7.98%
19.25%
3 Years
11.06%
19.26%
5 Years
10.06%
12.69%
Since Inception
11.56%
18.49%
Fund Age
5 yrs 3 mo
7 yrs 3 mo
AUM
₹106.37 Cr
₹40.18 Cr
Alpha – 1 Year
−10.96%
14.53%
Alpha – 3 Years
−0.82%
7.17%
Information Ratio – 3 Years
0.00
0.70
Volatility – 1 Year
16.00%
26.49%
Volatility – 3 Years
17.59%
18.75%
Beta – 1 Year
0.79
1.37
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
0.59
Sharpe Ratio – 3 Years
0.42
0.71
Worst Rolling Year
—
12.14%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−15.45%
Recovery Period
—
24 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 41% · S 44%
Number of Stocks
—
36
Portfolio P/E
—
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%