Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.02%
−0.11%
6 Months
3.82%
2.89%
1 Year
5.88%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
13.46%
9.46%
Fund Age
2 yrs 11 mo
5 yrs 7 mo
AUM
₹17.93 Cr
₹158.06 Cr
Alpha – 1 Year
6.23%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
0.93
0.37
Volatility – 1 Year
18.15%
1.80%
Volatility – 3 Years
15.54%
3.43%
Beta – 1 Year
1.08
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.11
1.30
Sharpe Ratio – 3 Years
0.60
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
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%