Alphaa MPT Plus Fund
EQUITY FLEXI CAP
Based on the Nobel prize-winning model formula by Harry Markowitz.
+2.04
%
1Y annualised returns
-3.84
%
Benchmark returns (NIFTY 50 Total Return Index)
1Y
3Y
5Y
All
Launch date
11 Sep '23
Total AUM
₹4.83Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity
99.0%
Cash
1.0%
₹5Cr
Equity market cap split
Large Cap
63.7%
Mid Cap
32.3%
Small Cap
4.0%
₹5Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.50%
PMS management
MJ
Mr Jyoti Prakash
Fund Manager, PMS
View details
PMS house
PRP EDGE WEALTH ADVISORS PRIVATE LIMITED
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