Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.17%
6 Months
3.88%
19.62%
1 Year
−7.98%
12.19%
3 Years
11.06%
23.51%
5 Years
10.06%
13.96%
Since Inception
11.56%
23.13%
Fund Age
5 yrs 3 mo
6 yrs 7 mo
AUM
₹106.37 Cr
₹2,332.81 Cr
Alpha – 1 Year
−10.96%
9.21%
Alpha – 3 Years
−0.82%
11.63%
Information Ratio – 3 Years
0.00
0.83
Volatility – 1 Year
16.00%
26.11%
Volatility – 3 Years
17.59%
21.82%
Beta – 1 Year
0.79
1.32
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
0.33
Sharpe Ratio – 3 Years
0.42
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%