Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.09%
6 Months
−5.38%
11.86%
1 Year
−6.70%
5.85%
3 Years
7.98%
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5 Years
—
—
Since Inception
7.98%
15.00%
Fund Age
2 yrs 11 mo
2 yrs 10 mo
AUM
₹7.31 Cr
₹101.25 Cr
Alpha – 1 Year
−6.35%
1.13%
Alpha – 3 Years
−1.02%
—
Information Ratio – 3 Years
-0.08
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Volatility – 1 Year
17.44%
21.08%
Volatility – 3 Years
15.65%
—
Beta – 1 Year
1.08
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.61
0.12
Sharpe Ratio – 3 Years
0.22
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.15%
−17.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 61% · M 26% · S 9%
L 39% · M 19% · S 43%
Number of Stocks
66
—
Portfolio P/E
27.03
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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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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