Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ayan-PriceBridge TM Select Stocks
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ayan-PriceBridge TM Select Stocks
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
1.10%
6 Months
3.82%
10.24%
1 Year
5.88%
—
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
20.46%
Fund Age
2 yrs 11 mo
7 mo
AUM
₹17.93 Cr
₹13.3 Cr
Alpha – 1 Year
6.23%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
—
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
—
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
—
Recovery Period
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 21% · M 22% · S 31%
Number of Stocks
38
23
Portfolio P/E
28.05
68.31
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%
ICICI Pru Silver ETF · 11.67%
DSP Gold ETF · 8.38%
Cash & Cash Equivalent · 6.44%
Laurus Labs Ltd · 4.76%
Bajaj Finance Ltd · 4.59%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%