Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
−0.04%
6 Months
3.82%
0.28%
1 Year
5.88%
2.14%
3 Years
—
10.02%
5 Years
—
13.15%
Since Inception
13.46%
11.46%
Fund Age
2 yrs 11 mo
8 yrs 7 mo
AUM
₹17.93 Cr
₹585.94 Cr
Alpha – 1 Year
6.23%
2.49%
Alpha – 3 Years
—
1.02%
Information Ratio – 3 Years
0.93
0.18
Volatility – 1 Year
18.15%
16.38%
Volatility – 3 Years
15.54%
14.42%
Beta – 1 Year
1.08
1.00
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.11
-0.13
Sharpe Ratio – 3 Years
0.60
0.38
Worst Rolling Year
—
3.37%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.91%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 65% · M 26% · S 8%
Number of Stocks
38
31
Portfolio P/E
28.05
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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% / 1% / 0%