Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
5.72%
6 Months
3.82%
23.48%
1 Year
5.88%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
13.46%
18.98%
Fund Age
2 yrs 11 mo
16 yrs 6 mo
AUM
₹17.93 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.23%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
0.93
1.27
Volatility – 1 Year
18.15%
28.06%
Volatility – 3 Years
15.54%
20.41%
Beta – 1 Year
1.08
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.11
1.12
Sharpe Ratio – 3 Years
0.60
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−15.91%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 66% · M 30% · S 4%
L 40% · M 32% · S 24%
Number of Stocks
38
28
Portfolio P/E
28.05
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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% / 0% / 0%