Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ORO - All Weather Portfolio
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%
−0.19%
6 Months
3.88%
−0.42%
1 Year
−7.98%
−4.58%
3 Years
11.06%
16.32%
5 Years
10.06%
13.17%
Since Inception
11.56%
13.94%
Fund Age
5 yrs 3 mo
6 yrs 6 mo
AUM
₹106.37 Cr
₹13.16 Cr
Alpha – 1 Year
−10.96%
−7.56%
Alpha – 3 Years
−0.82%
4.42%
Information Ratio – 3 Years
0.00
0.49
Volatility – 1 Year
16.00%
16.90%
Volatility – 3 Years
17.59%
17.54%
Beta – 1 Year
0.79
0.86
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
-0.52
Sharpe Ratio – 3 Years
0.42
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−19.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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 · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%