Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Shepherds Hill - Value Magno
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.15%
6 Months
3.88%
5.44%
1 Year
−7.98%
6.80%
3 Years
11.06%
17.32%
5 Years
10.06%
18.10%
Since Inception
11.56%
16.54%
Fund Age
5 yrs 3 mo
11 yrs 1 mo
AUM
₹106.37 Cr
₹120.51 Cr
Alpha – 1 Year
−10.96%
3.04%
Alpha – 3 Years
−0.82%
6.42%
Information Ratio – 3 Years
0.00
0.53
Volatility – 1 Year
16.00%
13.99%
Volatility – 3 Years
17.59%
15.09%
Beta – 1 Year
0.79
0.76
Beta – 3 Years
0.97
0.68
Sharpe Ratio – 1 Year
-0.78
0.16
Sharpe Ratio – 3 Years
0.42
0.86
Worst Rolling Year
—
-18.71%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−12.53%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
77.50%
Median Rolling Year
—
19.23%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 15% · M 5% · S 66%
Number of Stocks
—
16
Portfolio P/E
—
—
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%
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Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%