Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.02%
0.30%
6 Months
3.82%
26.99%
1 Year
5.88%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
13.46%
35.84%
Fund Age
2 yrs 11 mo
4 yrs 3 mo
AUM
₹17.93 Cr
₹521.91 Cr
Alpha – 1 Year
6.23%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
18.15%
31.27%
Volatility – 3 Years
15.54%
25.96%
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
0.72
Sharpe Ratio – 3 Years
0.60
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−15.91%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
—
Number of Stocks
38
49
Portfolio P/E
28.05
21.17
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%
—