Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs NARNOLIA FUSION OPPORTUNITY STRATEGY
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Alpha Alternatives - Systematic Equity
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
3.88%
15.18%
1 Year
−7.98%
5.18%
3 Years
11.06%
8.86%
5 Years
10.06%
—
Since Inception
11.56%
14.74%
Fund Age
5 yrs 3 mo
3 yrs 11 mo
AUM
₹106.37 Cr
₹36.85 Cr
Alpha – 1 Year
−10.96%
5.53%
Alpha – 3 Years
−0.82%
−0.14%
Information Ratio – 3 Years
0.00
0.00
Volatility – 1 Year
16.00%
17.33%
Volatility – 3 Years
17.59%
18.22%
Beta – 1 Year
0.79
0.72
Beta – 3 Years
0.97
0.66
Sharpe Ratio – 1 Year
-0.78
0.08
Sharpe Ratio – 3 Years
0.42
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−35.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%