Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Master Trust India Growth Strategy
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%
5.45%
6 Months
3.88%
16.85%
1 Year
−7.98%
9.30%
3 Years
11.06%
14.05%
5 Years
10.06%
14.30%
Since Inception
11.56%
24.29%
Fund Age
5 yrs 3 mo
14 yrs 10 mo
AUM
₹106.37 Cr
₹372.24 Cr
Alpha – 1 Year
−10.96%
4.58%
Alpha – 3 Years
−0.82%
1.97%
Information Ratio – 3 Years
0.00
0.33
Volatility – 1 Year
16.00%
21.18%
Volatility – 3 Years
17.59%
20.18%
Beta – 1 Year
0.79
1.04
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.78
0.27
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−23.77%
Recovery Period
—
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 0.5%