Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
HDFC India Ascent Portfolio - DPMS
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%
−1.07%
6 Months
3.88%
1.78%
1 Year
−7.98%
5.40%
3 Years
11.06%
8.85%
5 Years
10.06%
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Since Inception
11.56%
10.06%
Fund Age
5 yrs 3 mo
3 yrs 2 mo
AUM
₹106.37 Cr
₹6 Cr
Alpha – 1 Year
−10.96%
0.68%
Alpha – 3 Years
−0.82%
−3.24%
Information Ratio – 3 Years
0.00
-0.36
Volatility – 1 Year
16.00%
19.91%
Volatility – 3 Years
17.59%
17.03%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
0.09
Sharpe Ratio – 3 Years
0.42
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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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
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Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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