Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.64%
6 Months
3.82%
5.29%
1 Year
5.88%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
13.46%
12.31%
Fund Age
2 yrs 11 mo
3 yrs 11 mo
AUM
₹17.93 Cr
₹56.94 Cr
Alpha – 1 Year
6.23%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
0.93
-0.33
Volatility – 1 Year
18.15%
19.56%
Volatility – 3 Years
15.54%
17.76%
Beta – 1 Year
1.08
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.11
-0.05
Sharpe Ratio – 3 Years
0.60
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.91%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%