Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.53%
6 Months
3.88%
5.22%
1 Year
−7.98%
8.94%
3 Years
11.06%
10.33%
5 Years
10.06%
10.77%
Since Inception
11.56%
10.49%
Fund Age
5 yrs 3 mo
9 yrs 9 mo
AUM
₹106.37 Cr
₹67.62 Cr
Alpha – 1 Year
−10.96%
−0.44%
Alpha – 3 Years
−0.82%
0.76%
Information Ratio – 3 Years
0.00
0.44
Volatility – 1 Year
16.00%
2.31%
Volatility – 3 Years
17.59%
1.38%
Beta – 1 Year
0.79
0.41
Beta – 3 Years
0.97
0.46
Sharpe Ratio – 1 Year
-0.78
1.46
Sharpe Ratio – 3 Years
0.42
3.36
Worst Rolling Year
—
9.87%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
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%