Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.15%
6 Months
3.82%
18.21%
1 Year
5.88%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
13.46%
13.93%
Fund Age
2 yrs 11 mo
11 yrs 4 mo
AUM
₹17.93 Cr
₹13.37 Cr
Alpha – 1 Year
6.23%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
0.93
1.24
Volatility – 1 Year
18.15%
18.18%
Volatility – 3 Years
15.54%
17.99%
Beta – 1 Year
1.08
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.11
0.75
Sharpe Ratio – 3 Years
0.60
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 27% · M 15% · S 55%
Number of Stocks
38
32
Portfolio P/E
28.05
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 0%