Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Invesco - Rise
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%
5.01%
6 Months
3.88%
8.17%
1 Year
−7.98%
19.57%
3 Years
11.06%
18.20%
5 Years
10.06%
15.63%
Since Inception
11.56%
14.42%
Fund Age
5 yrs 3 mo
10 yrs 4 mo
AUM
₹106.37 Cr
₹337.5 Cr
Alpha – 1 Year
−10.96%
14.85%
Alpha – 3 Years
−0.82%
6.11%
Information Ratio – 3 Years
0.00
0.93
Volatility – 1 Year
16.00%
14.72%
Volatility – 3 Years
17.59%
15.36%
Beta – 1 Year
0.79
0.78
Beta – 3 Years
0.97
0.92
Sharpe Ratio – 1 Year
-0.78
0.93
Sharpe Ratio – 3 Years
0.42
0.83
Worst Rolling Year
—
-10.21%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−21.92%
Recovery Period
—
231 days
1-Year Rolling Windows Positive
—
88.56%
Median Rolling Year
—
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 27% · S 21%
Number of Stocks
—
23
Portfolio P/E
—
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—