Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
1.96%
6 Months
3.82%
−0.83%
1 Year
5.88%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
15.45%
Fund Age
2 yrs 11 mo
4 yrs 1 mo
AUM
₹17.93 Cr
₹67.74 Cr
Alpha – 1 Year
6.23%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
0.30
Volatility – 1 Year
18.15%
16.48%
Volatility – 3 Years
15.54%
12.47%
Beta – 1 Year
1.08
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
0.11
0.60
Sharpe Ratio – 3 Years
0.60
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.91%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / – / –