Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
5.99%
6 Months
−5.38%
26.63%
1 Year
−6.70%
16.86%
3 Years
7.98%
13.24%
5 Years
—
17.56%
Since Inception
7.98%
16.65%
Fund Age
2 yrs 11 mo
10 yrs 1 mo
AUM
₹7.31 Cr
₹11.38 Cr
Alpha – 1 Year
−6.35%
12.14%
Alpha – 3 Years
−1.02%
1.15%
Information Ratio – 3 Years
-0.08
0.20
Volatility – 1 Year
17.44%
29.32%
Volatility – 3 Years
15.65%
24.13%
Beta – 1 Year
1.08
1.44
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.61
0.48
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
—
-10.45%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−21.15%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
89.77%
Median Rolling Year
—
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
M 1% · S 95%
Number of Stocks
66
28
Portfolio P/E
27.03
41.96
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%