Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
1.20%
6 Months
3.82%
0.45%
1 Year
5.88%
16.80%
3 Years
—
15.56%
5 Years
—
—
Since Inception
13.46%
15.35%
Fund Age
2 yrs 11 mo
3 yrs 6 mo
AUM
₹17.93 Cr
₹61.98 Cr
Alpha – 1 Year
6.23%
17.23%
Alpha – 3 Years
—
6.99%
Information Ratio – 3 Years
0.93
1.06
Volatility – 1 Year
18.15%
17.17%
Volatility – 3 Years
15.54%
13.50%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.11
0.68
Sharpe Ratio – 3 Years
0.60
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.91%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 43% · M 31% · S 18%
Number of Stocks
38
27
Portfolio P/E
28.05
—
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
0.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%