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Alphaa MPT Plus Fund

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Alphaa MPT Plus Fund

Alphaa MPT Plus Fund

  • PRPEdge Wealth Pvt Ltd
  • FLEXICAP
  • 4
    Out of 50*
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Portfolio age 1 years, 5 months
-0.01%
-0.45%
Hurdle Rate** 12.00%
Fixed fee 0.50%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Jyoti Prakash
  • Manager Rank Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 21.48%
Profile

Consistent performer, having over 35 years of experience. Last 12 years have been in the public domain in the role of Head of equities with Aegon Life Insurance. Earlier, worked with Amul Dairy, Foundation to Aid Industrial Recovery, Sahara India, Stewart & Mackertich and Guiness Portfolio Management Services. Graduate of PG program in Rural Management, flagship program of IRMA. Also, a CFA from ICFAI. The Hindu ranked one of the funds managed by him as the best performing multi-cap fund. An avid reader & author. Member of Advisory Board of IIM, Jammu.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
FLEXICAP
Category Rank
1 Out of 64
Fixed Fee
0.50%
Scheme Return
-0.01%
Benchmark Return
-0.45%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
FLEXICAP
Category Rank
28 Out of 64
Fixed Fee
1.50%
Scheme Return
-5.65%
Benchmark Return
-0.45%
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
SMALL CAP
Category Rank
16 Out of 25
Fixed Fee
No Option
Scheme Return
-11.12%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Alphaa MPT Plus Fund
1Out of 3
-0.01%
-0.45%
Nifty 50 TRI
FLEXICAP
₹UNDISC. Cr.
Alphaa Better Risk Reward 30 stocks
1Out of 3
-5.65%
-0.45%
Nifty 50 TRI
FLEXICAP
₹UNDISC. Cr.
Alphaa Focused Small-Cap Portfolio
1Out of 3
-11.12%
-0.45%
Nifty 50 TRI
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Sep 11, 2023
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 0.50% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
0.50%
Variable Fee
No Option
Hurdle Rate
12.00%
Profit Sharing
20% Profit Sharing Over 12% Hurdle Rate
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Investment Philosophy

Objective

Based on Nobel prize winning model formula by Harry Markowitz. Well diversified portfolio exposes to greater number of industries providing risk adjusted returns

Investment Approach

Based on Nobel prize winning model formula by Harry Markowitz. Well diversified portfolio exposes to greater number of industries providing risk adjusted returns

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 64
Fixed Fee
0.50%
Scheme Return
-0.01%
Benchmark Return
-0.45%
Unique - Focused Fund
AUM (₹ Cr)
871.20
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 64
Fixed Fee
1.50%
Scheme Return
-0.65%
Benchmark Return
-3.43%
Eklavya - Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 64
Fixed Fee
1.00%
Scheme Return
-1.13%
Benchmark Return
-0.48%
FACTORSHIELDS PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.23%
Benchmark Return
-3.43%
Bespoke
AUM (₹ Cr)
49.51
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.32%
Benchmark Return
-3.43%
Flexicap
AUM (₹ Cr)
84.90
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 64
Fixed Fee
2.00%
Scheme Return
-2.10%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Alphaa MPT Plus Fund
1Out of 64
-0.01%
-0.45%
Nifty 50 TRI
FLEXICAP
12.00%
₹UNDISC. Cr.
Unique - Focused Fund
1Out of 64
-0.65%
-3.43%
S&P BSE 500 TRI
FLEXICAP
8.00%
₹871.20 Cr.
Eklavya - Equity
1Out of 64
-1.13%
-0.48%
Nifty 50 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
FACTORSHIELDS PMS
1Out of 64
-1.23%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
Bespoke
1Out of 64
-1.32%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹49.51 Cr.
Flexicap
1Out of 64
-2.10%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹84.90 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

PRPEdge Wealth Pvt Ltd
PRPEdge Wealth Pvt Ltd manages assets worth Rs 37.30 crores. Its current offering of PMS schemes includes 2 Flexicap, 1 Etf and 1 Small Cap schemes.

AUM (₹ cr)

37.30 (As on Jan, 2025)

Number of Schemes

4
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Alphaa MPT Plus Fund
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
FLEXICAP
Category Rank
1 Out of 64
Fixed Fee
0.50%
Strategy Return
-0.01%
Benchmark Return
-0.45%
AlphaaMoney Equity+
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
1 Out of 3
Fixed Fee
0.75%
Strategy Return
-2.35%
Benchmark Return
-0.45%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
FLEXICAP
Category Rank
28 Out of 64
Fixed Fee
1.50%
Strategy Return
-5.65%
Benchmark Return
-0.45%
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
SMALL CAP
Category Rank
16 Out of 25
Fixed Fee
No Option
Strategy Return
-11.12%
Benchmark Return
-0.45%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Alphaa MPT Plus Fund
1Out of 4
-0.01%
-0.45%
Nifty 50 TRI
12.00%
FLEXICAP
₹UNDISC. Cr.
AlphaaMoney Equity+
1Out of 4
-2.35%
-0.45%
Nifty 50 TRI
No Option
ETF
₹UNDISC. Cr.
Alphaa Better Risk Reward 30 stocks
1Out of 4
-5.65%
-0.45%
Nifty 50 TRI
12.00%
FLEXICAP
₹UNDISC. Cr.
Alphaa Focused Small-Cap Portfolio
1Out of 4
-11.12%
-0.45%
Nifty 50 TRI
12.00%
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Alphaa MPT Plus Fund?
The hurdle rate of Alphaa MPT Plus Fund is 12.00%.
What is the fixed fee charged in Alphaa MPT Plus Fund ?
The fixed fee charged in Alphaa MPT Plus Fund is 0.50%.
What is the variable fee charged in Alphaa MPT Plus Fund ?
The variable fee charged in Alphaa MPT Plus Fund is No Option .
What is the profit sharing in Alphaa MPT Plus Fund ?
The profit sharing in Alphaa MPT Plus Fund is 20% Profit Sharing Over 12% Hurdle Rate.
What is the minimum investment in Alphaa MPT Plus Fund ?
The minimum investment in Alphaa MPT Plus Fund is ₹50 Lac
What type of scheme is Alphaa MPT Plus Fund?
Alphaa MPT Plus Fund is an Equity scheme. It falls in the FLEXICAP category.
What is the inception date of Alphaa MPT Plus Fund?
The inception date of Alphaa MPT Plus Fund is Sep 11, 2023 .
What is the exit load of Alphaa MPT Plus Fund?
Exit load is 0.50% if redeemed in 0-1 year, 0% thereafter.

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