Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.10%
6 Months
3.82%
24.70%
1 Year
5.88%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
13.46%
17.31%
Fund Age
2 yrs 11 mo
7 yrs 2 mo
AUM
₹17.93 Cr
₹328.39 Cr
Alpha – 1 Year
6.23%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
0.93
1.55
Volatility – 1 Year
18.15%
22.56%
Volatility – 3 Years
15.54%
18.01%
Beta – 1 Year
1.08
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.11
0.85
Sharpe Ratio – 3 Years
0.60
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.91%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
—
Number of Stocks
38
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%