Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Master Trust India Growth Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.45%
6 Months
−2.30%
16.85%
1 Year
1.68%
9.30%
3 Years
13.91%
14.05%
5 Years
—
14.30%
Since Inception
14.05%
24.29%
Fund Age
3 yrs 10 mo
14 yrs 10 mo
AUM
₹53.78 Cr
₹372.24 Cr
Alpha – 1 Year
−3.04%
4.58%
Alpha – 3 Years
1.82%
1.97%
Information Ratio – 3 Years
0.34
0.33
Volatility – 1 Year
15.80%
21.18%
Volatility – 3 Years
15.64%
20.18%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.15
0.27
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
15.78%
-10.46%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−18.40%
−23.77%
Recovery Period
275 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
20.35%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 0.5%