Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Oro-alpha compounders
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%
2.98%
6 Months
3.88%
−0.13%
1 Year
−7.98%
−2.80%
3 Years
11.06%
13.20%
5 Years
10.06%
—
Since Inception
11.56%
13.51%
Fund Age
5 yrs 3 mo
3 yrs 8 mo
AUM
₹106.37 Cr
₹30.6 Cr
Alpha – 1 Year
−10.96%
−5.78%
Alpha – 3 Years
−0.82%
1.30%
Information Ratio – 3 Years
0.00
0.16
Volatility – 1 Year
16.00%
16.62%
Volatility – 3 Years
17.59%
16.99%
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
-0.42
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−20.23%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%