Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.04%
6 Months
3.88%
0.28%
1 Year
−7.98%
2.14%
3 Years
11.06%
10.02%
5 Years
10.06%
13.15%
Since Inception
11.56%
11.46%
Fund Age
5 yrs 3 mo
8 yrs 7 mo
AUM
₹106.37 Cr
₹585.94 Cr
Alpha – 1 Year
−10.96%
2.49%
Alpha – 3 Years
−0.82%
1.02%
Information Ratio – 3 Years
0.00
0.18
Volatility – 1 Year
16.00%
16.38%
Volatility – 3 Years
17.59%
14.42%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.97
0.96
Sharpe Ratio – 1 Year
-0.78
-0.13
Sharpe Ratio – 3 Years
0.42
0.38
Worst Rolling Year
—
3.37%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−17.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%