Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ksema - Alpha
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%
1.08%
6 Months
3.88%
1.74%
1 Year
−7.98%
10.49%
3 Years
11.06%
12.80%
5 Years
10.06%
12.91%
Since Inception
11.56%
15.37%
Fund Age
5 yrs 3 mo
7 yrs 7 mo
AUM
₹106.37 Cr
₹15.96 Cr
Alpha – 1 Year
−10.96%
10.84%
Alpha – 3 Years
−0.82%
3.80%
Information Ratio – 3 Years
0.00
0.47
Volatility – 1 Year
16.00%
19.22%
Volatility – 3 Years
17.59%
17.53%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.78
0.34
Sharpe Ratio – 3 Years
0.42
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%