Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
3.88%
22.81%
1 Year
−7.98%
15.74%
3 Years
11.06%
19.34%
5 Years
10.06%
—
Since Inception
11.56%
24.49%
Fund Age
5 yrs 3 mo
3 yrs 3 mo
AUM
₹106.37 Cr
₹446.96 Cr
Alpha – 1 Year
−10.96%
11.02%
Alpha – 3 Years
−0.82%
7.25%
Information Ratio – 3 Years
0.00
0.86
Volatility – 1 Year
16.00%
23.09%
Volatility – 3 Years
17.59%
17.79%
Beta – 1 Year
0.79
1.11
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.78
0.51
Sharpe Ratio – 3 Years
0.42
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—