Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.43%
6 Months
3.82%
22.24%
1 Year
5.88%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
13.46%
19.53%
Fund Age
2 yrs 11 mo
11 yrs
AUM
₹17.93 Cr
₹101.92 Cr
Alpha – 1 Year
6.23%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
0.93
0.61
Volatility – 1 Year
18.15%
21.87%
Volatility – 3 Years
15.54%
21.68%
Beta – 1 Year
1.08
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.11
0.75
Sharpe Ratio – 3 Years
0.60
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−15.91%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 15% · M 12% · S 59%
Number of Stocks
38
65
Portfolio P/E
28.05
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%