Portfolio Management Services (PMS)Compare Schemes
Accelt Long Term Equity Fund vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Accelt Long Term Equity Fund
AlphaaMoney Equity+
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
11.32%
2.20%
6 Months
31.05%
6.05%
1 Year
33.64%
15.36%
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
17.53%
Fund Age
1 yr 11 mo
2 yrs 10 mo
AUM
₹12.55 Cr
₹1.33 Cr
Alpha – 1 Year
28.92%
15.71%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.86%
15.48%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.68%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 56% · M 10% · S 0%
Number of Stocks
—
7
Portfolio P/E
—
—
Top 5 Holdings
—
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Top Sectors
—
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0.75% / 0% / 0%