Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.17%
6 Months
3.82%
19.62%
1 Year
5.88%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
13.46%
23.13%
Fund Age
2 yrs 11 mo
6 yrs 7 mo
AUM
₹17.93 Cr
₹2,332.81 Cr
Alpha – 1 Year
6.23%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
0.93
0.83
Volatility – 1 Year
18.15%
26.11%
Volatility – 3 Years
15.54%
21.82%
Beta – 1 Year
1.08
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.11
0.33
Sharpe Ratio – 3 Years
0.60
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.91%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 14% · M 33% · S 52%
Number of Stocks
38
33
Portfolio P/E
28.05
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%