Alphaa MPT Plus Fund

PRPEdge Wealth Pvt Ltd
Multi Cap AND Flexi Cap

Out of *
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Share

Portfolio age3 years, 1 month

-0.02%

-1.14%

Hurdle Rate**12.00%

Fixed fee1.50%

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

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.55%)

Allocation by Market Cap

Small Cap (4.1%)

Mid Cap (29.8%)

Large Cap (65.57%)

Sector Holdings

Financial Services41.81%
Oil, Gas & Consumable Fuels8.67%
Information Technology8.65%
Fast Moving Consumer Goods6.45%
Automobile and Auto Components5.41%

Stock Holdings

Bse Ltd.4.94%
Multi Commodity Exchange of India Ltd4.44%
Petronet Lng Ltd.4.19%
Bajaj Finance Limited4.17%
ICICI Bank Ltd.4.08%

PORTFOLIO MANAGERS

Jyoti Prakash

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

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

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

17.92

(As on Aug, 2026)

Inception Date

Sep 11, 2023

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Not Available

Exit Load

Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.50%

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