Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Quest Investment Managers – Multi
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
6.28%
6 Months
3.82%
16.32%
1 Year
5.88%
11.67%
3 Years
—
19.26%
5 Years
—
13.96%
Since Inception
13.46%
16.00%
Fund Age
2 yrs 11 mo
12 yrs
AUM
₹17.93 Cr
₹725.3 Cr
Alpha – 1 Year
6.23%
6.95%
Alpha – 3 Years
—
7.18%
Information Ratio – 3 Years
0.93
0.87
Volatility – 1 Year
18.15%
21.97%
Volatility – 3 Years
15.54%
19.77%
Beta – 1 Year
1.08
1.15
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.11
0.37
Sharpe Ratio – 3 Years
0.60
0.73
Worst Rolling Year
—
-10.23%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.91%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
—
93.09%
Median Rolling Year
—
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 29% · M 26% · S 42%
Number of Stocks
38
34
Portfolio P/E
28.05
42.87
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 · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%