Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.96%
6 Months
3.88%
0.48%
1 Year
−7.98%
5.92%
3 Years
11.06%
7.42%
5 Years
10.06%
7.02%
Since Inception
11.56%
14.49%
Fund Age
5 yrs 3 mo
14 yrs 5 mo
AUM
₹106.37 Cr
₹332.27 Cr
Alpha – 1 Year
−10.96%
6.27%
Alpha – 3 Years
−0.82%
−1.58%
Information Ratio – 3 Years
0.00
-0.22
Volatility – 1 Year
16.00%
17.19%
Volatility – 3 Years
17.59%
15.80%
Beta – 1 Year
0.79
1.07
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
0.12
Sharpe Ratio – 3 Years
0.42
0.21
Worst Rolling Year
—
-8.23%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−19.80%
Recovery Period
—
265 days
1-Year Rolling Windows Positive
—
95.19%
Median Rolling Year
—
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 13% · S 28%
Number of Stocks
—
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
—
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%