Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.93%
6 Months
3.88%
25.32%
1 Year
−7.98%
18.21%
3 Years
11.06%
32.70%
5 Years
10.06%
23.63%
Since Inception
11.56%
28.38%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹106.37 Cr
₹8,686.39 Cr
Alpha – 1 Year
−10.96%
13.49%
Alpha – 3 Years
−0.82%
20.61%
Information Ratio – 3 Years
0.00
1.92
Volatility – 1 Year
16.00%
22.97%
Volatility – 3 Years
17.59%
19.40%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.78
0.61
Sharpe Ratio – 3 Years
0.42
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−22.23%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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% / 0% / 0%