Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.30%
6 Months
3.82%
9.50%
1 Year
5.88%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
13.46%
12.90%
Fund Age
2 yrs 11 mo
19 yrs 8 mo
AUM
₹17.93 Cr
₹295.65 Cr
Alpha – 1 Year
6.23%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
0.93
0.46
Volatility – 1 Year
18.15%
20.18%
Volatility – 3 Years
15.54%
17.30%
Beta – 1 Year
1.08
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.11
0.32
Sharpe Ratio – 3 Years
0.60
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−15.91%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 66% · M 30% · S 4%
L 21% · M 15% · S 62%
Number of Stocks
38
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / – / –