Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
8.72%
6 Months
3.82%
28.59%
1 Year
5.88%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
13.46%
20.03%
Fund Age
2 yrs 11 mo
5 yrs 4 mo
AUM
₹17.93 Cr
₹221.27 Cr
Alpha – 1 Year
6.23%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
0.93
0.87
Volatility – 1 Year
18.15%
22.32%
Volatility – 3 Years
15.54%
17.88%
Beta – 1 Year
1.08
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.11
0.99
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.91%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 30% · S 4%
L 19% · M 4% · S 74%
Number of Stocks
38
29
Portfolio P/E
28.05
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –