Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ambit-Alpha Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
−1.10%
6 Months
6.05%
12.88%
1 Year
15.36%
−0.84%
3 Years
—
15.76%
5 Years
—
16.23%
Since Inception
17.53%
21.25%
Fund Age
2 yrs 10 mo
5 yrs 6 mo
AUM
₹1.33 Cr
₹529.7 Cr
Alpha – 1 Year
15.71%
−0.41%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
15.48%
20.62%
Volatility – 3 Years
—
22.08%
Beta – 1 Year
0.83
0.94
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.66
-0.21
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.76%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−10.68%
−33.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 7% · M 7% · S 82%
Number of Stocks
7
91
Portfolio P/E
—
30.00
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%
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
0.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%