Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alphaa MPT Plus Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
12.27%
6 Months
3.82%
−1.13%
1 Year
5.88%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
13.46%
13.07%
Fund Age
2 yrs 11 mo
15 yrs 3 mo
AUM
₹17.93 Cr
—
Alpha – 1 Year
6.23%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
0.93
1.61
Volatility – 1 Year
18.15%
20.58%
Volatility – 3 Years
15.54%
16.59%
Beta – 1 Year
1.08
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.11
0.15
Sharpe Ratio – 3 Years
0.60
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.91%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 73% · M 20% · S 7%
Number of Stocks
38
23
Portfolio P/E
28.05
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1.5% / 1% / 0.5%