Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
3.88%
1.78%
1 Year
−7.98%
6.32%
3 Years
11.06%
11.40%
5 Years
10.06%
9.32%
Since Inception
11.56%
10.72%
Fund Age
5 yrs 3 mo
8 yrs 5 mo
AUM
₹106.37 Cr
₹314.17 Cr
Alpha – 1 Year
−10.96%
6.67%
Alpha – 3 Years
−0.82%
2.41%
Information Ratio – 3 Years
0.00
0.48
Volatility – 1 Year
16.00%
17.96%
Volatility – 3 Years
17.59%
15.53%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
0.13
Sharpe Ratio – 3 Years
0.42
0.44
Worst Rolling Year
—
7.40%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−19.45%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 32% · S 1%
Number of Stocks
—
3
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%