Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
3.88%
0.57%
1 Year
−7.98%
—
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
2.03%
Fund Age
5 yrs 3 mo
7 mo
AUM
₹106.37 Cr
₹0.29 Cr
Alpha – 1 Year
−10.96%
—
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
—
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
—
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 17% · M 21% · S 6%
Number of Stocks
—
20
Portfolio P/E
—
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
—
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
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%