Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
MOAT - Emerging Moat
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%
2.64%
6 Months
3.88%
5.29%
1 Year
−7.98%
2.64%
3 Years
11.06%
8.64%
5 Years
10.06%
—
Since Inception
11.56%
12.31%
Fund Age
5 yrs 3 mo
3 yrs 11 mo
AUM
₹106.37 Cr
₹56.94 Cr
Alpha – 1 Year
−10.96%
−2.08%
Alpha – 3 Years
−0.82%
−3.45%
Information Ratio – 3 Years
0.00
-0.33
Volatility – 1 Year
16.00%
19.56%
Volatility – 3 Years
17.59%
17.76%
Beta – 1 Year
0.79
1.08
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.78
-0.05
Sharpe Ratio – 3 Years
0.42
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%