Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
3.88%
12.07%
1 Year
−7.98%
11.66%
3 Years
11.06%
13.52%
5 Years
10.06%
—
Since Inception
11.56%
14.98%
Fund Age
5 yrs 3 mo
3 yrs 6 mo
AUM
₹106.37 Cr
₹447.27 Cr
Alpha – 1 Year
−10.96%
6.94%
Alpha – 3 Years
−0.82%
1.43%
Information Ratio – 3 Years
0.00
0.13
Volatility – 1 Year
16.00%
21.15%
Volatility – 3 Years
17.59%
18.85%
Beta – 1 Year
0.79
1.14
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
-0.78
0.37
Sharpe Ratio – 3 Years
0.42
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−17.40%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%