Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Incred Active Momentum Strategy
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%
2.70%
6 Months
3.88%
4.80%
1 Year
−7.98%
0.40%
3 Years
11.06%
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5 Years
10.06%
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Since Inception
11.56%
2.40%
Fund Age
5 yrs 3 mo
17 mo
AUM
₹106.37 Cr
₹16.3 Cr
Alpha – 1 Year
−10.96%
−2.60%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
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Volatility – 1 Year
16.00%
17.55%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.19
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
—
−14.81%
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
—
L 61% · M 36%
Number of Stocks
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25
Portfolio P/E
—
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
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Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
1.00% / yr
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Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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