Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Hem Securities - Dynamic Research and Emerging Asset
Alpha Alternatives - Systematic Equity
Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.22%
6 Months
3.88%
12.93%
1 Year
−7.98%
12.12%
3 Years
11.06%
14.97%
5 Years
10.06%
17.00%
Since Inception
11.56%
21.69%
Fund Age
5 yrs 3 mo
6 yrs 5 mo
AUM
₹106.37 Cr
₹192.25 Cr
Alpha – 1 Year
−10.96%
8.36%
Alpha – 3 Years
−0.82%
4.08%
Information Ratio – 3 Years
0.00
0.38
Volatility – 1 Year
16.00%
25.64%
Volatility – 3 Years
17.59%
21.98%
Beta – 1 Year
0.79
1.38
Beta – 3 Years
0.97
1.29
Sharpe Ratio – 1 Year
-0.78
0.36
Sharpe Ratio – 3 Years
0.42
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−24.93%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
5-Year Rolling Windows Positive
—
100.00%
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%