Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.85%
6 Months
3.82%
22.81%
1 Year
5.88%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
13.46%
24.49%
Fund Age
2 yrs 11 mo
3 yrs 3 mo
AUM
₹17.93 Cr
₹446.96 Cr
Alpha – 1 Year
6.23%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
0.93
0.86
Volatility – 1 Year
18.15%
23.09%
Volatility – 3 Years
15.54%
17.79%
Beta – 1 Year
1.08
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.11
0.51
Sharpe Ratio – 3 Years
0.60
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.91%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 19% · S 80%
Number of Stocks
38
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
—