Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
IFM Largecap 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%
−0.16%
6 Months
3.88%
−3.46%
1 Year
−7.98%
−0.34%
3 Years
11.06%
—
5 Years
10.06%
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Since Inception
11.56%
−3.49%
Fund Age
5 yrs 3 mo
14 mo
AUM
₹106.37 Cr
₹116.7 Cr
Alpha – 1 Year
−10.96%
0.01%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
17.33%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.08
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.24
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
—
−16.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
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26
Portfolio P/E
—
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
1.00% / yr
1.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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