Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Valentis Advisors - Rising Star
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.72%
6 Months
3.88%
21.92%
1 Year
−7.98%
13.71%
3 Years
11.06%
12.32%
5 Years
10.06%
14.28%
Since Inception
11.56%
17.32%
Fund Age
5 yrs 3 mo
10 yrs
AUM
₹106.37 Cr
₹1,140.87 Cr
Alpha – 1 Year
−10.96%
10.73%
Alpha – 3 Years
−0.82%
0.43%
Information Ratio – 3 Years
0.00
0.05
Volatility – 1 Year
16.00%
27.06%
Volatility – 3 Years
17.59%
23.47%
Beta – 1 Year
0.79
1.37
Beta – 3 Years
0.97
1.21
Sharpe Ratio – 1 Year
-0.78
0.39
Sharpe Ratio – 3 Years
0.42
0.38
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
—
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
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Number of Stocks
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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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%