Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs HDFC - All Cap Portfolio - DPMS
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−1.12%
6 Months
3.88%
−0.35%
1 Year
−7.98%
−1.07%
3 Years
11.06%
9.62%
5 Years
10.06%
—
Since Inception
11.56%
13.16%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹106.37 Cr
₹52.82 Cr
Alpha – 1 Year
−10.96%
−5.79%
Alpha – 3 Years
−0.82%
−2.47%
Information Ratio – 3 Years
0.00
-0.56
Volatility – 1 Year
16.00%
17.26%
Volatility – 3 Years
17.59%
15.97%
Beta – 1 Year
0.79
0.98
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.78
-0.29
Sharpe Ratio – 3 Years
0.42
0.28
Worst Rolling Year
—
9.59%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−18.05%
Recovery Period
—
131 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.96%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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Top Sectors
—
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%