Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
JM Financial - Growth and Value
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%
2.34%
6 Months
3.88%
5.38%
1 Year
−7.98%
1.65%
3 Years
11.06%
13.13%
5 Years
10.06%
8.52%
Since Inception
11.56%
13.45%
Fund Age
5 yrs 3 mo
21 yrs 4 mo
AUM
₹106.37 Cr
₹79.74 Cr
Alpha – 1 Year
−10.96%
2.08%
Alpha – 3 Years
−0.82%
4.56%
Information Ratio – 3 Years
0.00
0.46
Volatility – 1 Year
16.00%
14.11%
Volatility – 3 Years
17.59%
16.18%
Beta – 1 Year
0.79
0.81
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.78
-0.20
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−20.69%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 70% · M 8% · S 16%
Number of Stocks
—
35
Portfolio P/E
—
35.19
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 · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
—
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%