Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.67%
6 Months
3.82%
6.20%
1 Year
5.88%
9.45%
3 Years
—
11.74%
5 Years
—
—
Since Inception
13.46%
12.77%
Fund Age
2 yrs 11 mo
3 yrs 7 mo
AUM
₹17.93 Cr
₹223.43 Cr
Alpha – 1 Year
6.23%
9.88%
Alpha – 3 Years
—
3.17%
Information Ratio – 3 Years
0.93
0.40
Volatility – 1 Year
18.15%
16.24%
Volatility – 3 Years
15.54%
16.22%
Beta – 1 Year
1.08
0.89
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.11
0.30
Sharpe Ratio – 3 Years
0.60
0.44
Worst Rolling Year
—
11.49%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.91%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 45% · M 31% · S 19%
Number of Stocks
38
96
Portfolio P/E
28.05
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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%