Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
−1.22%
6 Months
3.82%
5.87%
1 Year
5.88%
2.35%
3 Years
—
13.67%
5 Years
—
15.58%
Since Inception
13.46%
16.64%
Fund Age
2 yrs 11 mo
5 yrs 6 mo
AUM
₹17.93 Cr
₹756.71 Cr
Alpha – 1 Year
6.23%
−0.63%
Alpha – 3 Years
—
1.78%
Information Ratio – 3 Years
0.93
0.09
Volatility – 1 Year
18.15%
15.74%
Volatility – 3 Years
15.54%
14.36%
Beta – 1 Year
1.08
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.11
-0.13
Sharpe Ratio – 3 Years
0.60
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.91%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 43% · M 8% · S 37%
Number of Stocks
38
26
Portfolio P/E
28.05
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%