Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ValueQuest - Growth
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%
1.42%
6 Months
3.88%
31.94%
1 Year
−7.98%
21.84%
3 Years
11.06%
17.21%
5 Years
10.06%
16.75%
Since Inception
11.56%
18.18%
Fund Age
5 yrs 3 mo
13 yrs 5 mo
AUM
₹106.37 Cr
₹2,035.08 Cr
Alpha – 1 Year
−10.96%
18.86%
Alpha – 3 Years
−0.82%
5.32%
Information Ratio – 3 Years
0.00
0.50
Volatility – 1 Year
16.00%
24.29%
Volatility – 3 Years
17.59%
19.24%
Beta – 1 Year
0.79
1.15
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.78
0.70
Sharpe Ratio – 3 Years
0.42
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
—
−8.16%
Recovery Period
—
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
—
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%