Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.12%
6 Months
3.82%
8.08%
1 Year
5.88%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
13.46%
19.84%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹17.93 Cr
₹3.18 Cr
Alpha – 1 Year
6.23%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
0.93
0.60
Volatility – 1 Year
18.15%
19.93%
Volatility – 3 Years
15.54%
18.09%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
0.60
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.91%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 31% · M 55% · S 12%
Number of Stocks
38
29
Portfolio P/E
28.05
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –