Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.25%
6 Months
3.88%
15.19%
1 Year
−7.98%
3.21%
3 Years
11.06%
19.65%
5 Years
10.06%
—
Since Inception
11.56%
25.09%
Fund Age
5 yrs 3 mo
3 yrs 5 mo
AUM
₹106.37 Cr
₹4,148.34 Cr
Alpha – 1 Year
−10.96%
0.23%
Alpha – 3 Years
−0.82%
7.77%
Information Ratio – 3 Years
0.00
0.62
Volatility – 1 Year
16.00%
21.54%
Volatility – 3 Years
17.59%
22.15%
Beta – 1 Year
0.79
1.06
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.78
-0.01
Sharpe Ratio – 3 Years
0.42
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%