Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Xylem Maverick Strategy
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%
9.42%
6 Months
3.88%
52.78%
1 Year
−7.98%
27.27%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
23.72%
Fund Age
5 yrs 3 mo
19 mo
AUM
₹106.37 Cr
₹71.55 Cr
Alpha – 1 Year
−10.96%
22.55%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
31.93%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
1.29
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.74
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%