Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.42%
6 Months
3.82%
4.79%
1 Year
5.88%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
13.46%
15.96%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹17.93 Cr
₹45.81 Cr
Alpha – 1 Year
6.23%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
0.93
-0.06
Volatility – 1 Year
18.15%
21.96%
Volatility – 3 Years
15.54%
17.35%
Beta – 1 Year
1.08
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.11
-0.16
Sharpe Ratio – 3 Years
0.60
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.91%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 23% · M 4% · S 73%
Number of Stocks
38
16
Portfolio P/E
28.05
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%