Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
1.73%
6 Months
3.82%
7.38%
1 Year
5.88%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
13.46%
12.63%
Fund Age
2 yrs 11 mo
9 yrs 9 mo
AUM
₹17.93 Cr
₹145.75 Cr
Alpha – 1 Year
6.23%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
0.93
-0.60
Volatility – 1 Year
18.15%
20.08%
Volatility – 3 Years
15.54%
16.27%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.11
0.13
Sharpe Ratio – 3 Years
0.60
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−15.91%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 62% · M 20% · S 7%
Number of Stocks
38
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
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%