Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs NARNOLIA MID AND SMALL CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
NARNOLIA MID AND SMALL 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%
2.14%
6 Months
3.88%
12.45%
1 Year
−7.98%
10.24%
3 Years
11.06%
13.83%
5 Years
10.06%
13.18%
Since Inception
11.56%
18.22%
Fund Age
5 yrs 3 mo
11 yrs 3 mo
AUM
₹106.37 Cr
₹141.31 Cr
Alpha – 1 Year
−10.96%
5.52%
Alpha – 3 Years
−0.82%
1.74%
Information Ratio – 3 Years
0.00
0.21
Volatility – 1 Year
16.00%
14.42%
Volatility – 3 Years
17.59%
17.17%
Beta – 1 Year
0.79
0.76
Beta – 3 Years
0.97
0.96
Sharpe Ratio – 1 Year
-0.78
0.39
Sharpe Ratio – 3 Years
0.42
0.54
Worst Rolling Year
—
0.22%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−21.74%
Recovery Period
—
523 days
1-Year Rolling Windows Positive
—
99.80%
Median Rolling Year
—
18.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 35% · S 50%
Number of Stocks
—
28
Portfolio P/E
—
37.48
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%
TVS Motor Company Ltd · 9.44%
Marico Ltd · 6.07%
Zydus Wellness Ltd · 4.97%
Jio Financial Services Ltd · 4.86%
Max Financial Services Ltd · 4.59%
Top Sectors
—
Financial Services · 31.92%
Automobile and Auto Components · 17.30%
Fast Moving Consumer Goods · 11.04%
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%