Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
10.24%
6 Months
3.82%
31.65%
1 Year
5.88%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
13.46%
14.51%
Fund Age
2 yrs 11 mo
10 yrs 10 mo
AUM
₹17.93 Cr
₹423.36 Cr
Alpha – 1 Year
6.23%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
0.93
0.36
Volatility – 1 Year
18.15%
28.25%
Volatility – 3 Years
15.54%
24.90%
Beta – 1 Year
1.08
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.11
0.78
Sharpe Ratio – 3 Years
0.60
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.91%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 12% · M 6% · S 82%
Number of Stocks
38
62
Portfolio P/E
28.05
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%