Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.10%
6 Months
3.82%
4.24%
1 Year
5.88%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
13.46%
20.65%
Fund Age
2 yrs 11 mo
5 yrs
AUM
₹17.93 Cr
₹88.27 Cr
Alpha – 1 Year
6.23%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
0.93
1.38
Volatility – 1 Year
18.15%
20.96%
Volatility – 3 Years
15.54%
18.52%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.11
0.60
Sharpe Ratio – 3 Years
0.60
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−15.91%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 19% · M 45% · S 35%
Number of Stocks
38
25
Portfolio P/E
28.05
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0.5% / 0% / 0%