Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Right Horizons - Super Value Fund
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%
3.00%
6 Months
3.88%
20.83%
1 Year
−7.98%
12.18%
3 Years
11.06%
13.97%
5 Years
10.06%
17.12%
Since Inception
11.56%
15.75%
Fund Age
5 yrs 3 mo
13 yrs 8 mo
AUM
₹106.37 Cr
₹205.48 Cr
Alpha – 1 Year
−10.96%
9.20%
Alpha – 3 Years
−0.82%
2.09%
Information Ratio – 3 Years
0.00
0.40
Volatility – 1 Year
16.00%
27.53%
Volatility – 3 Years
17.59%
22.15%
Beta – 1 Year
0.79
1.45
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.78
0.35
Sharpe Ratio – 3 Years
0.42
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−29.31%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%