Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Phillip Capital - Emerging India 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%
3.88%
6 Months
3.88%
18.21%
1 Year
−7.98%
11.44%
3 Years
11.06%
9.27%
5 Years
10.06%
10.90%
Since Inception
11.56%
13.08%
Fund Age
5 yrs 3 mo
9 yrs
AUM
₹106.37 Cr
₹29.3 Cr
Alpha – 1 Year
−10.96%
6.74%
Alpha – 3 Years
−0.82%
−1.95%
Information Ratio – 3 Years
0.00
-0.21
Volatility – 1 Year
16.00%
23.26%
Volatility – 3 Years
17.59%
18.09%
Beta – 1 Year
0.79
1.21
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.78
0.35
Sharpe Ratio – 3 Years
0.42
0.32
Worst Rolling Year
—
0.11%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−21.53%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
99.73%
Median Rolling Year
—
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 6% · M 32% · S 55%
Number of Stocks
—
23
Portfolio P/E
—
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%