Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.39%
6 Months
3.88%
5.71%
1 Year
−7.98%
−0.97%
3 Years
11.06%
8.86%
5 Years
10.06%
14.20%
Since Inception
11.56%
14.76%
Fund Age
5 yrs 3 mo
10 yrs 5 mo
AUM
₹106.37 Cr
₹447.76 Cr
Alpha – 1 Year
−10.96%
−2.83%
Alpha – 3 Years
−0.82%
−3.22%
Information Ratio – 3 Years
0.00
0.04
Volatility – 1 Year
16.00%
24.79%
Volatility – 3 Years
17.59%
21.25%
Beta – 1 Year
0.79
1.35
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.78
-0.14
Sharpe Ratio – 3 Years
0.42
0.31
Worst Rolling Year
—
-13.00%
Value at Worst Rolling Year
—
₹0.87 Cr
Deepest Drawdown
—
−26.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
84.68%
Median Rolling Year
—
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%