Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ambit - caliber
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.17%
6 Months
6.05%
3.92%
1 Year
15.36%
9.29%
3 Years
—
14.80%
5 Years
—
9.78%
Since Inception
17.53%
14.35%
Fund Age
2 yrs 10 mo
5 yrs 5 mo
AUM
₹1.33 Cr
₹95.56 Cr
Alpha – 1 Year
15.71%
9.72%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.76
Volatility – 1 Year
15.48%
16.82%
Volatility – 3 Years
—
15.81%
Beta – 1 Year
0.83
1.02
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.66
0.29
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
5.26%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−10.68%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 55% · M 33% · S 10%
Number of Stocks
7
59
Portfolio P/E
—
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
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%