Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Purnartha Pratham Strategy
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%
5.49%
6 Months
3.88%
9.46%
1 Year
−7.98%
17.52%
3 Years
11.06%
14.28%
5 Years
10.06%
9.02%
Since Inception
11.56%
12.49%
Fund Age
5 yrs 3 mo
5 yrs 11 mo
AUM
₹106.37 Cr
₹1,633.45 Cr
Alpha – 1 Year
−10.96%
12.80%
Alpha – 3 Years
−0.82%
2.19%
Information Ratio – 3 Years
0.00
0.28
Volatility – 1 Year
16.00%
23.87%
Volatility – 3 Years
17.59%
18.97%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
0.57
Sharpe Ratio – 3 Years
0.42
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%