Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
6.10%
6 Months
3.82%
8.11%
1 Year
5.88%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
13.46%
13.75%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹17.93 Cr
₹205.48 Cr
Alpha – 1 Year
6.23%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
0.93
-0.07
Volatility – 1 Year
18.15%
23.93%
Volatility – 3 Years
15.54%
22.69%
Beta – 1 Year
1.08
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.11
-0.23
Sharpe Ratio – 3 Years
0.60
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.91%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 28% · M 36% · S 34%
Number of Stocks
38
29
Portfolio P/E
28.05
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 1% / 0%