Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
0.11%
6 Months
−2.30%
10.76%
1 Year
1.68%
8.14%
3 Years
13.91%
7.76%
5 Years
—
10.03%
Since Inception
14.05%
11.69%
Fund Age
3 yrs 10 mo
6 yrs 8 mo
AUM
₹53.78 Cr
₹87.23 Cr
Alpha – 1 Year
−3.04%
8.57%
Alpha – 3 Years
1.82%
−0.81%
Information Ratio – 3 Years
0.34
0.02
Volatility – 1 Year
15.80%
23.09%
Volatility – 3 Years
15.64%
18.26%
Beta – 1 Year
0.86
1.29
Beta – 3 Years
0.97
1.11
Sharpe Ratio – 1 Year
-0.15
0.21
Sharpe Ratio – 3 Years
0.71
0.22
Worst Rolling Year
15.78%
6.59%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.40%
−25.42%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
Top 5 Holdings
—
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%