Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Merisis Smartblend ETF
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%
0.11%
6 Months
3.88%
2.14%
1 Year
−7.98%
23.87%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
23.48%
Fund Age
5 yrs 3 mo
12 mo
AUM
₹106.37 Cr
₹6.15 Cr
Alpha – 1 Year
−10.96%
24.22%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
14.34%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.74
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
1.21
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−11.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 15% · M 12% · S 21%
Number of Stocks
—
9
Portfolio P/E
—
97.80
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%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
—
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
– / 0% / 0%