Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.40%
6 Months
3.88%
4.60%
1 Year
−7.98%
−5.85%
3 Years
11.06%
5.64%
5 Years
10.06%
—
Since Inception
11.56%
−0.46%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹106.37 Cr
₹87.75 Cr
Alpha – 1 Year
−10.96%
−8.83%
Alpha – 3 Years
−0.82%
−6.25%
Information Ratio – 3 Years
0.00
-0.73
Volatility – 1 Year
16.00%
16.46%
Volatility – 3 Years
17.59%
15.18%
Beta – 1 Year
0.79
0.88
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.78
-0.62
Sharpe Ratio – 3 Years
0.42
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−20.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%