Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
JM Financial - India Resurgent
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
4.15%
6 Months
−5.38%
18.21%
1 Year
−6.70%
19.11%
3 Years
7.98%
23.58%
5 Years
—
18.40%
Since Inception
7.98%
13.93%
Fund Age
2 yrs 11 mo
11 yrs 4 mo
AUM
₹7.31 Cr
₹13.37 Cr
Alpha – 1 Year
−6.35%
16.13%
Alpha – 3 Years
−1.02%
11.69%
Information Ratio – 3 Years
-0.08
1.24
Volatility – 1 Year
17.44%
18.18%
Volatility – 3 Years
15.65%
17.99%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
-0.61
0.75
Sharpe Ratio – 3 Years
0.22
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.15%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 27% · M 15% · S 55%
Number of Stocks
66
32
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%