Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
−0.96%
6 Months
−5.38%
−5.85%
1 Year
−6.70%
1.08%
3 Years
7.98%
1.92%
5 Years
—
1.54%
Since Inception
7.98%
4.73%
Fund Age
2 yrs 11 mo
9 yrs 11 mo
AUM
₹7.31 Cr
₹4.85 Cr
Alpha – 1 Year
−6.35%
−8.50%
Alpha – 3 Years
−1.02%
−7.97%
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.44%
9.90%
Volatility – 3 Years
15.65%
26.17%
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.61
-0.53
Sharpe Ratio – 3 Years
0.22
0.01
Worst Rolling Year
—
2.80%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−21.15%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%