Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.14%
6 Months
3.82%
12.03%
1 Year
5.88%
22.15%
3 Years
—
14.49%
5 Years
—
12.37%
Since Inception
13.46%
12.90%
Fund Age
2 yrs 11 mo
11 yrs 5 mo
AUM
₹17.93 Cr
₹441.87 Cr
Alpha – 1 Year
6.23%
17.43%
Alpha – 3 Years
—
2.40%
Information Ratio – 3 Years
0.93
0.31
Volatility – 1 Year
18.15%
19.08%
Volatility – 3 Years
15.54%
17.65%
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.11
0.87
Sharpe Ratio – 3 Years
0.60
0.56
Worst Rolling Year
—
-0.27%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.91%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
99.03%
Median Rolling Year
—
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 41% · M 34% · S 25%
Number of Stocks
38
29
Portfolio P/E
28.05
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%