Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.09%
6 Months
3.88%
3.47%
1 Year
−7.98%
−3.80%
3 Years
11.06%
11.26%
5 Years
10.06%
—
Since Inception
11.56%
13.40%
Fund Age
5 yrs 3 mo
3 yrs 11 mo
AUM
₹106.37 Cr
₹143.29 Cr
Alpha – 1 Year
−10.96%
−6.78%
Alpha – 3 Years
−0.82%
−0.63%
Information Ratio – 3 Years
0.00
-0.10
Volatility – 1 Year
16.00%
15.14%
Volatility – 3 Years
17.59%
16.91%
Beta – 1 Year
0.79
0.83
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
-0.54
Sharpe Ratio – 3 Years
0.42
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−27.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%