Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
3.88%
5.24%
1 Year
−7.98%
2.85%
3 Years
11.06%
13.52%
5 Years
10.06%
17.79%
Since Inception
11.56%
13.89%
Fund Age
5 yrs 3 mo
8 yrs 4 mo
AUM
₹106.37 Cr
₹921.15 Cr
Alpha – 1 Year
−10.96%
−1.87%
Alpha – 3 Years
−0.82%
1.43%
Information Ratio – 3 Years
0.00
0.23
Volatility – 1 Year
16.00%
18.02%
Volatility – 3 Years
17.59%
16.70%
Beta – 1 Year
0.79
0.99
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
-0.03
Sharpe Ratio – 3 Years
0.42
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−22.85%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 34% · M 28% · S 35%
Number of Stocks
—
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%