Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
2.09%
6 Months
3.82%
11.86%
1 Year
5.88%
5.85%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
15.00%
Fund Age
2 yrs 11 mo
2 yrs 10 mo
AUM
₹17.93 Cr
₹101.25 Cr
Alpha – 1 Year
6.23%
1.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
21.08%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.12
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−17.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 66% · M 30% · S 4%
L 39% · M 19% · S 43%
Number of Stocks
38
—
Portfolio P/E
28.05
—
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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
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Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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