Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.25%
6 Months
3.82%
15.19%
1 Year
5.88%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
13.46%
25.09%
Fund Age
2 yrs 11 mo
3 yrs 5 mo
AUM
₹17.93 Cr
₹4,148.34 Cr
Alpha – 1 Year
6.23%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
0.93
0.62
Volatility – 1 Year
18.15%
21.54%
Volatility – 3 Years
15.54%
22.15%
Beta – 1 Year
1.08
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.11
-0.01
Sharpe Ratio – 3 Years
0.60
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.91%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 26% · M 35% · S 37%
Number of Stocks
38
26
Portfolio P/E
28.05
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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% / 0% / 0%