Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.45%
6 Months
3.88%
9.02%
1 Year
−7.98%
18.15%
3 Years
11.06%
18.72%
5 Years
10.06%
—
Since Inception
11.56%
22.94%
Fund Age
5 yrs 3 mo
3 yrs 5 mo
AUM
₹106.37 Cr
₹3.73 Cr
Alpha – 1 Year
−10.96%
13.43%
Alpha – 3 Years
−0.82%
6.63%
Information Ratio – 3 Years
0.00
1.00
Volatility – 1 Year
16.00%
14.44%
Volatility – 3 Years
17.59%
12.28%
Beta – 1 Year
0.79
0.74
Beta – 3 Years
0.97
0.73
Sharpe Ratio – 1 Year
-0.78
0.86
Sharpe Ratio – 3 Years
0.42
1.04
Worst Rolling Year
—
18.23%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−12.58%
Recovery Period
—
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.00%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%