Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.24%
6 Months
3.88%
7.09%
1 Year
−7.98%
17.57%
3 Years
11.06%
20.39%
5 Years
10.06%
—
Since Inception
11.56%
19.75%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹106.37 Cr
₹49.8 Cr
Alpha – 1 Year
−10.96%
16.32%
Alpha – 3 Years
−0.82%
14.92%
Information Ratio – 3 Years
0.00
1.66
Volatility – 1 Year
16.00%
7.36%
Volatility – 3 Years
17.59%
8.69%
Beta – 1 Year
0.79
1.50
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.78
1.55
Sharpe Ratio – 3 Years
0.42
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%