Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
−0.16%
6 Months
3.82%
−3.46%
1 Year
5.88%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
−3.49%
Fund Age
2 yrs 11 mo
14 mo
AUM
₹17.93 Cr
₹116.7 Cr
Alpha – 1 Year
6.23%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
17.33%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
-0.24
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
38
26
Portfolio P/E
28.05
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
0.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
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