Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.03%
6 Months
3.88%
1.95%
1 Year
−7.98%
9.19%
3 Years
11.06%
16.93%
5 Years
10.06%
11.74%
Since Inception
11.56%
12.55%
Fund Age
5 yrs 3 mo
7 yrs 3 mo
AUM
₹106.37 Cr
₹17.39 Cr
Alpha – 1 Year
−10.96%
9.54%
Alpha – 3 Years
−0.82%
7.93%
Information Ratio – 3 Years
0.00
0.83
Volatility – 1 Year
16.00%
16.46%
Volatility – 3 Years
17.59%
13.48%
Beta – 1 Year
0.79
0.82
Beta – 3 Years
0.97
0.74
Sharpe Ratio – 1 Year
-0.78
0.29
Sharpe Ratio – 3 Years
0.42
0.84
Worst Rolling Year
—
3.01%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−16.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 18% · S 26%
Number of Stocks
—
53
Portfolio P/E
—
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%