Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.02%
1.47%
6 Months
3.82%
5.42%
1 Year
5.88%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
13.46%
11.08%
Fund Age
2 yrs 11 mo
9 yrs 11 mo
AUM
₹17.93 Cr
₹66.05 Cr
Alpha – 1 Year
6.23%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
0.93
0.51
Volatility – 1 Year
18.15%
17.05%
Volatility – 3 Years
15.54%
14.23%
Beta – 1 Year
1.08
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−15.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 84% · M 12%
Number of Stocks
38
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
—