Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.11%
6 Months
3.82%
4.12%
1 Year
5.88%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
13.46%
10.62%
Fund Age
2 yrs 11 mo
13 yrs 8 mo
AUM
₹17.93 Cr
₹41.22 Cr
Alpha – 1 Year
6.23%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
0.93
0.52
Volatility – 1 Year
18.15%
20.61%
Volatility – 3 Years
15.54%
17.57%
Beta – 1 Year
1.08
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.11
-0.18
Sharpe Ratio – 3 Years
0.60
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−15.91%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 66% · M 30% · S 4%
L 70% · M 29%
Number of Stocks
38
25
Portfolio P/E
28.05
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%