Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
HDFC India Ascent Portfolio - DPMS
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%
−1.07%
6 Months
−5.38%
1.78%
1 Year
−6.70%
5.40%
3 Years
7.98%
8.85%
5 Years
—
—
Since Inception
7.98%
10.06%
Fund Age
2 yrs 11 mo
3 yrs 2 mo
AUM
₹7.31 Cr
₹6 Cr
Alpha – 1 Year
−6.35%
0.68%
Alpha – 3 Years
−1.02%
−3.24%
Information Ratio – 3 Years
-0.08
-0.36
Volatility – 1 Year
17.44%
19.91%
Volatility – 3 Years
15.65%
17.03%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.61
0.09
Sharpe Ratio – 3 Years
0.22
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−21.15%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
—
Number of Stocks
66
—
Portfolio P/E
27.03
—
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%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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