Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Axis - Emerging Stars Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
−1.88%
6 Months
3.82%
17.49%
1 Year
5.88%
9.72%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
6.83%
Fund Age
2 yrs 11 mo
2 yrs 3 mo
AUM
₹17.93 Cr
₹104.19 Cr
Alpha – 1 Year
6.23%
6.74%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
24.22%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
1.13
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.27
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 3% · M 1% · S 92%
Number of Stocks
38
45
Portfolio P/E
28.05
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%