Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
8.45%
6 Months
3.82%
29.49%
1 Year
5.88%
37.09%
3 Years
—
18.49%
5 Years
—
12.39%
Since Inception
13.46%
18.64%
Fund Age
2 yrs 11 mo
10 yrs 3 mo
AUM
₹17.93 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.23%
32.37%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
0.93
0.52
Volatility – 1 Year
18.15%
25.02%
Volatility – 3 Years
15.54%
18.27%
Beta – 1 Year
1.08
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.11
1.18
Sharpe Ratio – 3 Years
0.60
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.91%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 11% · S 71%
Number of Stocks
38
13
Portfolio P/E
28.05
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%