Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Hanut - Fundamental Quant
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.57%
6 Months
−5.38%
13.27%
1 Year
−6.70%
19.25%
3 Years
7.98%
19.26%
5 Years
—
12.69%
Since Inception
7.98%
18.49%
Fund Age
2 yrs 11 mo
7 yrs 3 mo
AUM
₹7.31 Cr
₹40.18 Cr
Alpha – 1 Year
−6.35%
14.53%
Alpha – 3 Years
−1.02%
7.17%
Information Ratio – 3 Years
-0.08
0.70
Volatility – 1 Year
17.44%
26.49%
Volatility – 3 Years
15.65%
18.75%
Beta – 1 Year
1.08
1.37
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.61
0.59
Sharpe Ratio – 3 Years
0.22
0.71
Worst Rolling Year
—
12.14%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−21.15%
−15.45%
Recovery Period
Not yet recovered
24 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 13% · M 41% · S 44%
Number of Stocks
66
36
Portfolio P/E
27.03
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
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% / 1% / 0%