Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.18%
6 Months
3.88%
2.87%
1 Year
−7.98%
3.77%
3 Years
11.06%
6.69%
5 Years
10.06%
6.74%
Since Inception
11.56%
10.62%
Fund Age
5 yrs 3 mo
12 yrs 1 mo
AUM
₹106.37 Cr
₹61.33 Cr
Alpha – 1 Year
−10.96%
−5.66%
Alpha – 3 Years
−0.82%
−3.03%
Information Ratio – 3 Years
0.00
-1.20
Volatility – 1 Year
16.00%
3.14%
Volatility – 3 Years
17.59%
2.07%
Beta – 1 Year
0.79
-0.20
Beta – 3 Years
0.97
-0.08
Sharpe Ratio – 1 Year
-0.78
-0.40
Sharpe Ratio – 3 Years
0.42
0.62
Worst Rolling Year
—
-3.43%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
99.16%
Median Rolling Year
—
11.58%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
—
Others · 92.72%
Government · 7.02%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%