Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
5.48%
6 Months
3.82%
13.51%
1 Year
5.88%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
13.46%
19.28%
Fund Age
2 yrs 11 mo
4 yrs 2 mo
AUM
₹17.93 Cr
₹36.17 Cr
Alpha – 1 Year
6.23%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
0.93
0.14
Volatility – 1 Year
18.15%
24.66%
Volatility – 3 Years
15.54%
18.82%
Beta – 1 Year
1.08
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.11
-0.05
Sharpe Ratio – 3 Years
0.60
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.91%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 8% · M 16% · S 76%
Number of Stocks
38
24
Portfolio P/E
28.05
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%