Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.52%
6 Months
3.82%
24.02%
1 Year
5.88%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
13.46%
15.98%
Fund Age
2 yrs 11 mo
14 yrs 10 mo
AUM
₹17.93 Cr
₹214.08 Cr
Alpha – 1 Year
6.23%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
0.93
1.07
Volatility – 1 Year
18.15%
26.85%
Volatility – 3 Years
15.54%
19.70%
Beta – 1 Year
1.08
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.11
1.08
Sharpe Ratio – 3 Years
0.60
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.91%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 40% · M 33% · S 24%
Number of Stocks
38
31
Portfolio P/E
28.05
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%