Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
3.88%
9.15%
1 Year
−7.98%
11.50%
3 Years
11.06%
15.21%
5 Years
10.06%
—
Since Inception
11.56%
17.99%
Fund Age
5 yrs 3 mo
3 yrs 4 mo
AUM
₹106.37 Cr
₹113.51 Cr
Alpha – 1 Year
−10.96%
11.85%
Alpha – 3 Years
−0.82%
6.21%
Information Ratio – 3 Years
0.00
0.97
Volatility – 1 Year
16.00%
21.57%
Volatility – 3 Years
17.59%
16.25%
Beta – 1 Year
0.79
1.26
Beta – 3 Years
0.97
1.09
Sharpe Ratio – 1 Year
-0.78
0.37
Sharpe Ratio – 3 Years
0.42
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−19.23%
Recovery Period
—
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 28% · S 38%
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
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%