Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ckredence-All Weather Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.56%
6 Months
3.82%
14.31%
1 Year
5.88%
23.04%
3 Years
—
17.41%
5 Years
—
14.44%
Since Inception
13.46%
16.04%
Fund Age
2 yrs 11 mo
5 yrs 2 mo
AUM
₹17.93 Cr
₹246.55 Cr
Alpha – 1 Year
6.23%
18.32%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
0.93
0.69
Volatility – 1 Year
18.15%
16.66%
Volatility – 3 Years
15.54%
14.65%
Beta – 1 Year
1.08
0.91
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
0.11
1.02
Sharpe Ratio – 3 Years
0.60
0.82
Worst Rolling Year
—
13.49%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.91%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 31% · M 25% · S 41%
Number of Stocks
38
33
Portfolio P/E
28.05
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
0.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 1% / 0%