Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.41%
6 Months
3.82%
2.04%
1 Year
5.88%
13.04%
3 Years
—
15.74%
5 Years
—
14.15%
Since Inception
13.46%
15.13%
Fund Age
2 yrs 11 mo
14 yrs 1 mo
AUM
₹17.93 Cr
₹850.7 Cr
Alpha – 1 Year
6.23%
13.39%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
0.93
1.02
Volatility – 1 Year
18.15%
18.01%
Volatility – 3 Years
15.54%
15.42%
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.11
0.48
Sharpe Ratio – 3 Years
0.60
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−15.91%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 66% · M 30% · S 4%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%