Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.76%
6 Months
3.82%
11.66%
1 Year
5.88%
12.54%
3 Years
—
11.42%
5 Years
—
—
Since Inception
13.46%
6.78%
Fund Age
2 yrs 11 mo
4 yrs 10 mo
AUM
₹17.93 Cr
₹2.34 Cr
Alpha – 1 Year
6.23%
7.82%
Alpha – 3 Years
—
−0.67%
Information Ratio – 3 Years
0.93
-0.04
Volatility – 1 Year
18.15%
21.44%
Volatility – 3 Years
15.54%
14.93%
Beta – 1 Year
1.08
1.05
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.11
0.41
Sharpe Ratio – 3 Years
0.60
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−15.91%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 46% · M 22% · S 27%
Number of Stocks
38
19
Portfolio P/E
28.05
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%