Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
True Beacon-Flexicap Fundamental Opportunities
Return 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%
2.72%
6 Months
3.88%
15.01%
1 Year
−7.98%
17.96%
3 Years
11.06%
17.24%
5 Years
10.06%
—
Since Inception
11.56%
18.03%
Fund Age
5 yrs 3 mo
3 yrs 4 mo
AUM
₹106.37 Cr
₹146.81 Cr
Alpha – 1 Year
−10.96%
14.98%
Alpha – 3 Years
−0.82%
5.35%
Information Ratio – 3 Years
0.00
0.78
Volatility – 1 Year
16.00%
19.01%
Volatility – 3 Years
17.59%
16.70%
Beta – 1 Year
0.79
1.02
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
0.68
Sharpe Ratio – 3 Years
0.42
0.72
Worst Rolling Year
—
17.01%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.00%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
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% / 0% / 0%