Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Hem Securities - Dynamic Research and Emerging Asset
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%
2.22%
6 Months
−5.38%
12.93%
1 Year
−6.70%
12.12%
3 Years
7.98%
14.97%
5 Years
—
17.00%
Since Inception
7.98%
21.69%
Fund Age
2 yrs 11 mo
6 yrs 5 mo
AUM
₹7.31 Cr
₹192.25 Cr
Alpha – 1 Year
−6.35%
8.36%
Alpha – 3 Years
−1.02%
4.08%
Information Ratio – 3 Years
-0.08
0.38
Volatility – 1 Year
17.44%
25.64%
Volatility – 3 Years
15.65%
21.98%
Beta – 1 Year
1.08
1.38
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
-0.61
0.36
Sharpe Ratio – 3 Years
0.22
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−21.15%
−24.93%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
5-Year Rolling Windows Positive
—
100.00%
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%