Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Unifi Insider Shadow*
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
4.21%
6 Months
3.82%
10.07%
1 Year
5.88%
9.44%
3 Years
—
8.18%
5 Years
—
8.16%
Since Inception
13.46%
14.06%
Fund Age
2 yrs 11 mo
16 yrs 4 mo
AUM
₹17.93 Cr
₹85.99 Cr
Alpha – 1 Year
6.23%
4.72%
Alpha – 3 Years
—
−3.91%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
17.03%
Volatility – 3 Years
15.54%
—
Beta – 1 Year
1.08
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.30
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
—
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%
—
Top Sectors
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
—
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
—