Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
1.56%
6 Months
3.82%
11.47%
1 Year
5.88%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
13.46%
9.99%
Fund Age
2 yrs 11 mo
4 yrs 9 mo
AUM
₹17.93 Cr
₹144.91 Cr
Alpha – 1 Year
6.23%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
0.93
0.13
Volatility – 1 Year
18.15%
24.35%
Volatility – 3 Years
15.54%
20.17%
Beta – 1 Year
1.08
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.11
0.11
Sharpe Ratio – 3 Years
0.60
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.91%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 33% · M 4% · S 58%
Number of Stocks
38
15
Portfolio P/E
28.05
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 1% / 0%