Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs MRG Capital - Wealth Protector
Add SchemeReturn 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%
0.67%
6 Months
3.88%
1.38%
1 Year
−7.98%
7.78%
3 Years
11.06%
12.37%
5 Years
10.06%
10.07%
Since Inception
11.56%
13.18%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹106.37 Cr
₹1.13 Cr
Alpha – 1 Year
−10.96%
8.13%
Alpha – 3 Years
−0.82%
3.37%
Information Ratio – 3 Years
0.00
0.42
Volatility – 1 Year
16.00%
17.12%
Volatility – 3 Years
17.59%
14.65%
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.97
0.90
Sharpe Ratio – 1 Year
-0.78
0.21
Sharpe Ratio – 3 Years
0.42
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−15.65%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%