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ABN - Flagship Equity vs Alphaa MPT Plus Fund

ABN - Flagship Equity

Alphaa MPT Plus Fund

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Growth of ₹1 Crore

ABN - Flagship Equity

Alphaa MPT Plus Fund

Return for the risk

1 yr return

10%

Alphaa MPT Plus Fund

5.9% • vol 18.1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.96%

−0.02%

6 Months

14.37%

3.82%

1 Year

—

5.88%

3 Years

—

5 Years

—

Since Inception

13.39%

13.46%

Fund Age

7 mo

2 yrs 11 mo

AUM

₹19.88 Cr

₹17.93 Cr

Alpha – 1 Year

—

6.23%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

0.93

Volatility – 1 Year

—

18.15%

Volatility – 3 Years

—

15.54%

Beta – 1 Year

—

1.08

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.11

Sharpe Ratio – 3 Years

—

0.60

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.91%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 66% · M 30% · S 4%

Number of Stocks

—

Portfolio P/E

—

28.05

Top 5 Holdings

—

BSE Ltd · 5.51%

Bajaj Finance Ltd · 4.52%

Manappuram Finance Ltd · 4.34%

Indian Hotels Co Ltd · 4.29%

Coforge Ltd · 4.08%

Top Sectors

—

Financial Services · 41.63%

Information Technology · 8.80%

Oil, Gas & Consumable Fuels · 8.39%

Fixed Fee

2.50% / yr

0.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0.5% / 0% / 0%

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