Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
1.87%
6 Months
3.82%
30.77%
1 Year
5.88%
28.96%
3 Years
—
24.68%
5 Years
—
24.06%
Since Inception
13.46%
19.53%
Fund Age
2 yrs 11 mo
8 yrs 8 mo
AUM
₹17.93 Cr
₹11.41 Cr
Alpha – 1 Year
6.23%
24.24%
Alpha – 3 Years
—
12.59%
Information Ratio – 3 Years
0.93
0.80
Volatility – 1 Year
18.15%
25.13%
Volatility – 3 Years
15.54%
25.00%
Beta – 1 Year
1.08
1.30
Beta – 3 Years
—
1.32
Sharpe Ratio – 1 Year
0.11
0.92
Sharpe Ratio – 3 Years
0.60
0.80
Worst Rolling Year
—
4.85%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.91%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.03%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
M 10% · S 86%
Number of Stocks
38
19
Portfolio P/E
28.05
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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% / 0% / 0%