Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
KEDIA - Multi Cap
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%
2.23%
6 Months
−5.38%
7.97%
1 Year
−6.70%
6.21%
3 Years
7.98%
12.78%
5 Years
—
14.19%
Since Inception
7.98%
16.41%
Fund Age
2 yrs 11 mo
7 yrs 3 mo
AUM
₹7.31 Cr
₹115.97 Cr
Alpha – 1 Year
−6.35%
1.49%
Alpha – 3 Years
−1.02%
0.69%
Information Ratio – 3 Years
-0.08
0.20
Volatility – 1 Year
17.44%
15.75%
Volatility – 3 Years
15.65%
15.69%
Beta – 1 Year
1.08
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.61
0.12
Sharpe Ratio – 3 Years
0.22
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−21.15%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
—
Number of Stocks
66
35
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%