Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
2.97%
6 Months
3.82%
18.69%
1 Year
5.88%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
17.76%
Fund Age
2 yrs 11 mo
2 yrs 9 mo
AUM
₹17.93 Cr
₹197.55 Cr
Alpha – 1 Year
6.23%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
20.32%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.63
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−15.36%
Recovery Period
Not yet recovered
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 18% · M 24% · S 51%
Number of Stocks
38
35
Portfolio P/E
28.05
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
0.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%