Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
0.25%
6 Months
−5.38%
15.19%
1 Year
−6.70%
3.21%
3 Years
7.98%
19.65%
5 Years
—
—
Since Inception
7.98%
25.09%
Fund Age
2 yrs 11 mo
3 yrs 5 mo
AUM
₹7.31 Cr
₹4,148.34 Cr
Alpha – 1 Year
−6.35%
0.23%
Alpha – 3 Years
−1.02%
7.77%
Information Ratio – 3 Years
-0.08
0.62
Volatility – 1 Year
17.44%
21.54%
Volatility – 3 Years
15.65%
22.15%
Beta – 1 Year
1.08
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.61
-0.01
Sharpe Ratio – 3 Years
0.22
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−21.15%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 26% · M 35% · S 37%
Number of Stocks
66
26
Portfolio P/E
27.03
55.82
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%