Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.78%
6 Months
3.82%
11.75%
1 Year
5.88%
−2.37%
3 Years
—
17.81%
5 Years
—
14.66%
Since Inception
13.46%
18.91%
Fund Age
2 yrs 11 mo
23 yrs 5 mo
AUM
₹17.93 Cr
₹3,220.2 Cr
Alpha – 1 Year
6.23%
−5.35%
Alpha – 3 Years
—
5.93%
Information Ratio – 3 Years
0.93
0.54
Volatility – 1 Year
18.15%
21.49%
Volatility – 3 Years
15.54%
20.84%
Beta – 1 Year
1.08
1.07
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.11
-0.27
Sharpe Ratio – 3 Years
0.60
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.91%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 28% · M 48% · S 19%
Number of Stocks
38
27
Portfolio P/E
28.05
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%