Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Systamatix - Dynamic Investment
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
7.60%
6 Months
3.88%
26.61%
1 Year
−7.98%
33.69%
3 Years
11.06%
25.74%
5 Years
10.06%
21.83%
Since Inception
11.56%
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Fund Age
5 yrs 3 mo
8 yrs 4 mo
AUM
₹106.37 Cr
₹158.52 Cr
Alpha – 1 Year
−10.96%
29.93%
Alpha – 3 Years
−0.82%
14.85%
Information Ratio – 3 Years
0.00
1.52
Volatility – 1 Year
16.00%
19.82%
Volatility – 3 Years
17.59%
19.44%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
1.29
Sharpe Ratio – 3 Years
0.42
1.16
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
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20
Portfolio P/E
—
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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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%