Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
0.36%
6 Months
−5.38%
5.01%
1 Year
−6.70%
−5.33%
3 Years
7.98%
1.25%
5 Years
—
−1.56%
Since Inception
7.98%
10.94%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹7.31 Cr
₹122.91 Cr
Alpha – 1 Year
−6.35%
−8.31%
Alpha – 3 Years
−1.02%
−10.64%
Information Ratio – 3 Years
-0.08
-0.98
Volatility – 1 Year
17.44%
16.35%
Volatility – 3 Years
15.65%
16.88%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.61
-0.59
Sharpe Ratio – 3 Years
0.22
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−21.15%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 61% · M 26% · S 9%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%