Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs AlphaGrep Multi Factor Quant
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
AlphaGrep Multi Factor Quant
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.27%
6 Months
3.82%
−2.30%
1 Year
5.88%
1.68%
3 Years
—
13.91%
5 Years
—
—
Since Inception
13.46%
14.05%
Fund Age
2 yrs 11 mo
3 yrs 10 mo
AUM
₹17.93 Cr
₹53.78 Cr
Alpha – 1 Year
6.23%
−3.04%
Alpha – 3 Years
—
1.82%
Information Ratio – 3 Years
0.93
0.34
Volatility – 1 Year
18.15%
15.80%
Volatility – 3 Years
15.54%
15.64%
Beta – 1 Year
1.08
0.86
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.11
-0.15
Sharpe Ratio – 3 Years
0.60
0.71
Worst Rolling Year
—
15.78%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.91%
−18.40%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.35%
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
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
0.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%