Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.93%
6 Months
3.82%
19.55%
1 Year
5.88%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
13.46%
23.05%
Fund Age
2 yrs 11 mo
3 yrs 4 mo
AUM
₹17.93 Cr
₹95.08 Cr
Alpha – 1 Year
6.23%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
0.93
0.52
Volatility – 1 Year
18.15%
27.25%
Volatility – 3 Years
15.54%
23.29%
Beta – 1 Year
1.08
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.11
0.33
Sharpe Ratio – 3 Years
0.60
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.91%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
—
Number of Stocks
38
—
Portfolio P/E
28.05
—
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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / 2% / 1%