Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
PGIM India Equity Portfolio
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%
3.44%
6 Months
3.88%
14.84%
1 Year
−7.98%
−4.03%
3 Years
11.06%
5.65%
5 Years
10.06%
—
Since Inception
11.56%
11.22%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹106.37 Cr
₹83.14 Cr
Alpha – 1 Year
−10.96%
−3.68%
Alpha – 3 Years
−0.82%
−3.35%
Information Ratio – 3 Years
0.00
-0.26
Volatility – 1 Year
16.00%
22.60%
Volatility – 3 Years
17.59%
18.97%
Beta – 1 Year
0.79
1.04
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.78
-0.31
Sharpe Ratio – 3 Years
0.42
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−33.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 28% · S 60%
Number of Stocks
—
27
Portfolio P/E
—
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%