Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Invesco - Challengers
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%
1.41%
6 Months
−5.38%
13.18%
1 Year
−6.70%
2.91%
3 Years
7.98%
14.27%
5 Years
—
—
Since Inception
7.98%
11.83%
Fund Age
2 yrs 11 mo
4 yrs 11 mo
AUM
₹7.31 Cr
₹31.01 Cr
Alpha – 1 Year
−6.35%
−1.81%
Alpha – 3 Years
−1.02%
2.18%
Information Ratio – 3 Years
-0.08
0.24
Volatility – 1 Year
17.44%
18.67%
Volatility – 3 Years
15.65%
17.11%
Beta – 1 Year
1.08
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.61
-0.04
Sharpe Ratio – 3 Years
0.22
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−21.15%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 37% · M 30% · S 33%
Number of Stocks
66
26
Portfolio P/E
27.03
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—