Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
3.88%
4.45%
1 Year
−7.98%
9.07%
3 Years
11.06%
17.41%
5 Years
10.06%
13.90%
Since Inception
11.56%
12.23%
Fund Age
5 yrs 3 mo
25 yrs 8 mo
AUM
₹106.37 Cr
₹1,659.64 Cr
Alpha – 1 Year
−10.96%
4.35%
Alpha – 3 Years
−0.82%
5.32%
Information Ratio – 3 Years
0.00
1.35
Volatility – 1 Year
16.00%
16.92%
Volatility – 3 Years
17.59%
15.61%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
0.28
Sharpe Ratio – 3 Years
0.42
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−20.82%
Recovery Period
—
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
—
L 58% · M 17% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%