Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
3.88%
7.54%
1 Year
−7.98%
8.20%
3 Years
11.06%
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5 Years
10.06%
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Since Inception
11.56%
2.83%
Fund Age
5 yrs 3 mo
14 mo
AUM
₹106.37 Cr
₹18.5 Cr
Alpha – 1 Year
−10.96%
3.48%
Alpha – 3 Years
−0.82%
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Information Ratio – 3 Years
0.00
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Volatility – 1 Year
16.00%
18.53%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.05
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.23
Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
−14.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 47% · M 18% · S 29%
Number of Stocks
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15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
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Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.00% / yr
0.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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