Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Monarch Wealth Creator Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.85%
6 Months
−5.38%
12.32%
1 Year
−6.70%
—
3 Years
7.98%
—
5 Years
—
—
Since Inception
7.98%
13.81%
Fund Age
2 yrs 11 mo
8 mo
AUM
₹7.31 Cr
₹279.09 Cr
Alpha – 1 Year
−6.35%
—
Alpha – 3 Years
−1.02%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.44%
—
Volatility – 3 Years
15.65%
—
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.61
—
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 35% · M 34% · S 23%
Number of Stocks
66
40
Portfolio P/E
27.03
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.5% / 0.5% / 0%