Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Motilal Oswal - Value Migration
Add SchemeReturn 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%
0.78%
6 Months
3.88%
11.75%
1 Year
−7.98%
−2.37%
3 Years
11.06%
17.81%
5 Years
10.06%
14.66%
Since Inception
11.56%
18.91%
Fund Age
5 yrs 3 mo
23 yrs 5 mo
AUM
₹106.37 Cr
₹3,220.2 Cr
Alpha – 1 Year
−10.96%
−5.35%
Alpha – 3 Years
−0.82%
5.93%
Information Ratio – 3 Years
0.00
0.54
Volatility – 1 Year
16.00%
21.49%
Volatility – 3 Years
17.59%
20.84%
Beta – 1 Year
0.79
1.07
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.78
-0.27
Sharpe Ratio – 3 Years
0.42
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−27.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%