Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.11%
6 Months
3.82%
10.76%
1 Year
5.88%
8.14%
3 Years
—
7.76%
5 Years
—
10.03%
Since Inception
13.46%
11.69%
Fund Age
2 yrs 11 mo
6 yrs 8 mo
AUM
₹17.93 Cr
₹87.23 Cr
Alpha – 1 Year
6.23%
8.57%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
0.93
0.02
Volatility – 1 Year
18.15%
23.09%
Volatility – 3 Years
15.54%
18.26%
Beta – 1 Year
1.08
1.29
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.11
0.21
Sharpe Ratio – 3 Years
0.60
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.91%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 19% · M 1% · S 70%
Number of Stocks
38
41
Portfolio P/E
28.05
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%