Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
−0.22%
6 Months
3.82%
8.59%
1 Year
5.88%
1.40%
3 Years
—
11.84%
5 Years
—
6.21%
Since Inception
13.46%
7.85%
Fund Age
2 yrs 11 mo
5 yrs 3 mo
AUM
₹17.93 Cr
₹3.73 Cr
Alpha – 1 Year
6.23%
−3.32%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
0.93
0.11
Volatility – 1 Year
18.15%
23.13%
Volatility – 3 Years
15.54%
17.54%
Beta – 1 Year
1.08
1.25
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.11
-0.06
Sharpe Ratio – 3 Years
0.60
0.45
Worst Rolling Year
—
5.77%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.91%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 3% · M 32% · S 59%
Number of Stocks
38
19
Portfolio P/E
28.05
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 0%