Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ionic Allocate Portfolio - Equity
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%
0.81%
6 Months
3.88%
3.41%
1 Year
−7.98%
8.90%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
10.39%
Fund Age
5 yrs 3 mo
16 mo
AUM
₹106.37 Cr
₹54.76 Cr
Alpha – 1 Year
−10.96%
9.33%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
14.74%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.82
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.28
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
28
Portfolio P/E
—
—
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.30% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –