Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.02%
10.96%
6 Months
3.82%
14.84%
1 Year
5.88%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
13.46%
20.33%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹17.93 Cr
₹214.05 Cr
Alpha – 1 Year
6.23%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.93
0.51
Volatility – 1 Year
18.15%
22.29%
Volatility – 3 Years
15.54%
21.03%
Beta – 1 Year
1.08
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.11
0.57
Sharpe Ratio – 3 Years
0.60
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.91%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 30% · S 4%
L 12% · M 21% · S 55%
Number of Stocks
38
25
Portfolio P/E
28.05
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%