Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
2.20%
6 Months
3.82%
6.00%
1 Year
5.88%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
13.46%
16.60%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹17.93 Cr
₹209.72 Cr
Alpha – 1 Year
6.23%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
0.93
1.16
Volatility – 1 Year
18.15%
19.79%
Volatility – 3 Years
15.54%
17.07%
Beta – 1 Year
1.08
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.11
0.07
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.91%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 67% · M 33%
Number of Stocks
38
24
Portfolio P/E
28.05
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%