Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs NARNOLIA LARGE CAP STRATEGY
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Alpha Alternatives - Systematic Equity
NARNOLIA LARGE CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−1.51%
6 Months
3.88%
−2.49%
1 Year
−7.98%
1.85%
3 Years
11.06%
12.22%
5 Years
10.06%
8.68%
Since Inception
11.56%
15.27%
Fund Age
5 yrs 3 mo
14 yrs 5 mo
AUM
₹106.37 Cr
₹116.22 Cr
Alpha – 1 Year
−10.96%
2.20%
Alpha – 3 Years
−0.82%
3.22%
Information Ratio – 3 Years
0.00
0.70
Volatility – 1 Year
16.00%
18.13%
Volatility – 3 Years
17.59%
15.25%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
-0.09
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
-2.08%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−15.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.45%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 86% · M 7% · S 3%
Number of Stocks
—
21
Portfolio P/E
—
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
—
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
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%