Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.27%
−0.92%
6 Months
−2.30%
32.15%
1 Year
1.68%
16.77%
3 Years
13.91%
19.00%
5 Years
—
20.10%
Since Inception
14.05%
27.01%
Fund Age
3 yrs 10 mo
6 yrs 10 mo
AUM
₹53.78 Cr
₹247.64 Cr
Alpha – 1 Year
−3.04%
13.79%
Alpha – 3 Years
1.82%
7.10%
Information Ratio – 3 Years
0.34
0.30
Volatility – 1 Year
15.80%
39.13%
Volatility – 3 Years
15.64%
29.47%
Beta – 1 Year
0.86
1.87
Beta – 3 Years
0.97
1.36
Sharpe Ratio – 1 Year
-0.15
0.42
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
15.78%
15.03%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−18.40%
−35.86%
Recovery Period
275 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
Top 5 Holdings
—
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%