Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.00%
6 Months
3.82%
20.83%
1 Year
5.88%
12.18%
3 Years
—
13.97%
5 Years
—
17.12%
Since Inception
13.46%
15.75%
Fund Age
2 yrs 11 mo
13 yrs 8 mo
AUM
₹17.93 Cr
₹205.48 Cr
Alpha – 1 Year
6.23%
9.20%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
0.93
0.40
Volatility – 1 Year
18.15%
27.53%
Volatility – 3 Years
15.54%
22.15%
Beta – 1 Year
1.08
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.11
0.35
Sharpe Ratio – 3 Years
0.60
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.91%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 66% · M 30% · S 4%
L 17% · M 21% · S 60%
Number of Stocks
38
30
Portfolio P/E
28.05
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%