Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.08%
6 Months
3.88%
9.19%
1 Year
−7.98%
9.02%
3 Years
11.06%
14.71%
5 Years
10.06%
10.31%
Since Inception
11.56%
14.95%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹106.37 Cr
₹42.73 Cr
Alpha – 1 Year
−10.96%
4.30%
Alpha – 3 Years
−0.82%
2.62%
Information Ratio – 3 Years
0.00
0.63
Volatility – 1 Year
16.00%
17.52%
Volatility – 3 Years
17.59%
14.89%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
0.92
Sharpe Ratio – 1 Year
-0.78
0.26
Sharpe Ratio – 3 Years
0.42
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%