Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Prabhudas-Aqua Strategy
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%
−0.63%
6 Months
3.88%
8.65%
1 Year
−7.98%
10.66%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
22.10%
Fund Age
5 yrs 3 mo
2 yrs 7 mo
AUM
₹106.37 Cr
₹374.18 Cr
Alpha – 1 Year
−10.96%
2.92%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
10.32%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.27
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.50
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
—
37
Portfolio P/E
—
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%