Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Karma Capital Magnolia
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%
0.10%
6 Months
3.88%
8.00%
1 Year
−7.98%
6.50%
3 Years
11.06%
11.40%
5 Years
10.06%
—
Since Inception
11.56%
13.00%
Fund Age
5 yrs 3 mo
3 yrs 6 mo
AUM
₹106.37 Cr
₹9.42 Cr
Alpha – 1 Year
−10.96%
1.80%
Alpha – 3 Years
−0.82%
−0.70%
Information Ratio – 3 Years
0.00
-0.20
Volatility – 1 Year
16.00%
21.60%
Volatility – 3 Years
17.59%
16.09%
Beta – 1 Year
0.79
1.19
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
0.17
Sharpe Ratio – 3 Years
0.42
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−17.53%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 51% · M 15% · S 33%
Number of Stocks
—
—
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.1% / – / 0%