Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Prosperity - Discovery Fund
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%
4.17%
6 Months
3.88%
20.15%
1 Year
−7.98%
7.22%
3 Years
11.06%
9.88%
5 Years
10.06%
10.18%
Since Inception
11.56%
17.47%
Fund Age
5 yrs 3 mo
5 yrs 8 mo
AUM
₹106.37 Cr
₹112.12 Cr
Alpha – 1 Year
−10.96%
2.50%
Alpha – 3 Years
−0.82%
−2.21%
Information Ratio – 3 Years
0.00
-0.17
Volatility – 1 Year
16.00%
30.34%
Volatility – 3 Years
17.59%
23.32%
Beta – 1 Year
0.79
1.54
Beta – 3 Years
0.97
1.29
Sharpe Ratio – 1 Year
-0.78
0.19
Sharpe Ratio – 3 Years
0.42
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−32.53%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
—
28
Portfolio P/E
—
38.78
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%