Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Centrum PMS - Micro
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
5.99%
6 Months
3.82%
26.63%
1 Year
5.88%
16.86%
3 Years
—
13.24%
5 Years
—
17.56%
Since Inception
13.46%
16.65%
Fund Age
2 yrs 11 mo
10 yrs 1 mo
AUM
₹17.93 Cr
₹11.38 Cr
Alpha – 1 Year
6.23%
12.14%
Alpha – 3 Years
—
1.15%
Information Ratio – 3 Years
0.93
0.20
Volatility – 1 Year
18.15%
29.32%
Volatility – 3 Years
15.54%
24.13%
Beta – 1 Year
1.08
1.44
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.11
0.48
Sharpe Ratio – 3 Years
0.60
0.50
Worst Rolling Year
—
-10.45%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.91%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
89.77%
Median Rolling Year
—
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
M 1% · S 95%
Number of Stocks
38
28
Portfolio P/E
28.05
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 0% / 0%