Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.79%
6 Months
3.88%
18.76%
1 Year
−7.98%
31.67%
3 Years
11.06%
24.57%
5 Years
10.06%
—
Since Inception
11.56%
26.31%
Fund Age
5 yrs 3 mo
2 yrs 4 mo
AUM
₹106.37 Cr
₹160.31 Cr
Alpha – 1 Year
−10.96%
26.95%
Alpha – 3 Years
−0.82%
12.48%
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
17.93%
Volatility – 3 Years
17.59%
20.59%
Beta – 1 Year
0.79
0.80
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
1.34
Sharpe Ratio – 3 Years
0.42
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.22%
Recovery Period
—
69 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%