Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.48%
6 Months
3.82%
0.17%
1 Year
5.88%
1.53%
3 Years
—
6.30%
5 Years
—
7.16%
Since Inception
13.46%
16.58%
Fund Age
2 yrs 11 mo
6 yrs 6 mo
AUM
₹17.93 Cr
₹182.72 Cr
Alpha – 1 Year
6.23%
−3.19%
Alpha – 3 Years
—
−5.79%
Information Ratio – 3 Years
0.93
-1.15
Volatility – 1 Year
18.15%
17.17%
Volatility – 3 Years
15.54%
15.94%
Beta – 1 Year
1.08
0.97
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.11
-0.13
Sharpe Ratio – 3 Years
0.60
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.91%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
—
Number of Stocks
38
60
Portfolio P/E
28.05
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%