Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
AlphaaMoney Equity+
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.20%
6 Months
3.88%
6.05%
1 Year
−7.98%
15.36%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
17.53%
Fund Age
5 yrs 3 mo
2 yrs 10 mo
AUM
₹106.37 Cr
₹1.33 Cr
Alpha – 1 Year
−10.96%
15.71%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
15.48%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.83
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.66
Sharpe Ratio – 3 Years
0.42
—
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
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
0.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.75% / 0% / 0%