Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.41%
6 Months
3.88%
13.18%
1 Year
−7.98%
2.91%
3 Years
11.06%
14.27%
5 Years
10.06%
—
Since Inception
11.56%
11.83%
Fund Age
5 yrs 3 mo
4 yrs 11 mo
AUM
₹106.37 Cr
₹31.01 Cr
Alpha – 1 Year
−10.96%
−1.81%
Alpha – 3 Years
−0.82%
2.18%
Information Ratio – 3 Years
0.00
0.24
Volatility – 1 Year
16.00%
18.67%
Volatility – 3 Years
17.59%
17.11%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.78
-0.04
Sharpe Ratio – 3 Years
0.42
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—