Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.02%
6 Months
3.82%
3.65%
1 Year
5.88%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
13.46%
17.53%
Fund Age
2 yrs 11 mo
7 yrs 11 mo
AUM
₹17.93 Cr
₹54.28 Cr
Alpha – 1 Year
6.23%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
0.93
0.42
Volatility – 1 Year
18.15%
16.98%
Volatility – 3 Years
15.54%
19.62%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.11
-0.05
Sharpe Ratio – 3 Years
0.60
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.91%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
—
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%
—
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%