Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
3.88%
9.86%
1 Year
−7.98%
0.86%
3 Years
11.06%
8.29%
5 Years
10.06%
15.11%
Since Inception
11.56%
11.40%
Fund Age
5 yrs 3 mo
8 yrs 7 mo
AUM
₹106.37 Cr
₹119.22 Cr
Alpha – 1 Year
−10.96%
1.21%
Alpha – 3 Years
−0.82%
−0.71%
Information Ratio – 3 Years
0.00
-0.05
Volatility – 1 Year
16.00%
21.27%
Volatility – 3 Years
17.59%
19.22%
Beta – 1 Year
0.79
1.20
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
-0.78
-0.10
Sharpe Ratio – 3 Years
0.42
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−29.07%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%