Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.02%
1.96%
6 Months
3.82%
11.95%
1 Year
5.88%
7.86%
3 Years
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—
5 Years
—
—
Since Inception
13.46%
0.34%
Fund Age
2 yrs 11 mo
13 mo
AUM
₹17.93 Cr
₹18.23 Cr
Alpha – 1 Year
6.23%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
25.09%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.20
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 48% · M 3% · S 35%
Number of Stocks
38
13
Portfolio P/E
28.05
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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