Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
3.40%
6 Months
3.82%
21.77%
1 Year
5.88%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
13.46%
24.82%
Fund Age
2 yrs 11 mo
3 yrs 1 mo
AUM
₹17.93 Cr
₹415.03 Cr
Alpha – 1 Year
6.23%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
0.93
0.72
Volatility – 1 Year
18.15%
25.50%
Volatility – 3 Years
15.54%
24.35%
Beta – 1 Year
1.08
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.11
0.50
Sharpe Ratio – 3 Years
0.60
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.91%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
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
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
3% / – / –