Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.17%
6 Months
3.82%
20.15%
1 Year
5.88%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
13.46%
17.47%
Fund Age
2 yrs 11 mo
5 yrs 8 mo
AUM
₹17.93 Cr
₹112.12 Cr
Alpha – 1 Year
6.23%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
0.93
-0.17
Volatility – 1 Year
18.15%
30.34%
Volatility – 3 Years
15.54%
23.32%
Beta – 1 Year
1.08
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.11
0.19
Sharpe Ratio – 3 Years
0.60
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.91%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
M 39% · S 59%
Number of Stocks
38
28
Portfolio P/E
28.05
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
2% / 1% / 0%