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Alphaa MPT Plus Fund
Alphaa MPT Plus Fund

Alphaa MPT Plus Fund

  • PRPEdge Wealth Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 21
    Out of 235*
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Portfolio age2 years, 2 months
1.92%
4.62%
Hurdle Rate**12.00%
Fixed fee0.50%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.35%)
Allocation by Market Cap
Small Cap (3.83%)
Mid Cap (31.29%)
Large Cap (62.51%)
Sector Holdings
  • Financial Services34.27%
  • Information Technology9.91%
  • Capital Goods8.52%
  • Oil, Gas & Consumable Fuels8.5%
  • Fast Moving Consumer Goods7.87%
Stock Holdings
  • Muthoot Finance Limited5.28%
  • Cummins India Ltd.4.51%
  • Manappuram Finance Limited4.44%
  • Bank of Baroda4.41%
  • Reliance Industries Ltd4.3%

bt_logoPORTFOLIO MANAGERS

Jyoti Prakash
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr10.04%
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
  • table
  • Grid
Compare
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
3.61%
Benchmark Return
4.62%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
177 Out of 251
Fixed Fee
1.50%
Scheme Return
2.87%
Benchmark Return
4.62%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
217 Out of 251
Fixed Fee
0.50%
Scheme Return
1.92%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Sep 11, 2023
Min. Investment
₹50 Lacs
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

bt_logoFEE 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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bt_logoINVESTMENT 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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
217 Out of 251
Fixed Fee
0.50%
Scheme Return
1.92%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

PRPEdge Wealth Pvt Ltd
PRPEdge Wealth Pvt Ltd manages assets worth Rs 58.64 crores. Its current offering of PMS schemes includes 1 Etf, 1 Small Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

58.64 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
AlphaaMoney Equity+
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
1 Out of 3
Fixed Fee
0.75%
Scheme Return
5.72%
Benchmark Return
4.62%
Alphaa Focused Small-Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
3.61%
Benchmark Return
4.62%
Alphaa Better Risk Reward 30 stocks
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
177 Out of 251
Fixed Fee
1.50%
Scheme Return
2.87%
Benchmark Return
4.62%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
217 Out of 251
Fixed Fee
0.50%
Scheme Return
1.92%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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 ?
There is no option for Variable fee.
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 Lacs
What type of scheme is Alphaa MPT Plus Fund?
Alphaa MPT Plus Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap 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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