Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Alphaa MPT Plus Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Alphaa MPT Plus Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.02%
6 Months
3.88%
3.82%
1 Year
−7.98%
5.88%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
13.46%
Fund Age
5 yrs 3 mo
2 yrs 11 mo
AUM
₹106.37 Cr
₹17.93 Cr
Alpha – 1 Year
−10.96%
6.23%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
0.93
Volatility – 1 Year
16.00%
18.15%
Volatility – 3 Years
17.59%
15.54%
Beta – 1 Year
0.79
1.08
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.11
Sharpe Ratio – 3 Years
0.42
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
—
38
Portfolio P/E
—
28.05
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
0.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%