Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.76%
6 Months
−2.30%
25.00%
1 Year
1.68%
17.14%
3 Years
13.91%
16.20%
5 Years
—
15.34%
Since Inception
14.05%
19.60%
Fund Age
3 yrs 10 mo
7 yrs 3 mo
AUM
₹53.78 Cr
₹127.23 Cr
Alpha – 1 Year
−3.04%
12.42%
Alpha – 3 Years
1.82%
4.43%
Information Ratio – 3 Years
0.34
0.38
Volatility – 1 Year
15.80%
23.12%
Volatility – 3 Years
15.64%
20.20%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.15
0.56
Sharpe Ratio – 3 Years
0.71
0.61
Worst Rolling Year
15.78%
13.55%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.40%
−26.74%
Recovery Period
275 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 26% · M 19% · S 50%
Number of Stocks
—
101
Portfolio P/E
—
52.20
Top 5 Holdings
—
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%