Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.02%
−0.96%
6 Months
3.82%
−5.85%
1 Year
5.88%
1.08%
3 Years
—
1.92%
5 Years
—
1.54%
Since Inception
13.46%
4.73%
Fund Age
2 yrs 11 mo
9 yrs 11 mo
AUM
₹17.93 Cr
₹4.85 Cr
Alpha – 1 Year
6.23%
−8.50%
Alpha – 3 Years
—
−7.97%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
9.90%
Volatility – 3 Years
15.54%
26.17%
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
-0.53
Sharpe Ratio – 3 Years
0.60
0.01
Worst Rolling Year
—
2.80%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.91%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
—
Number of Stocks
38
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
1% / 0% / 0%