Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
1.07%
6 Months
6.05%
0.22%
1 Year
15.36%
−0.22%
3 Years
—
10.30%
5 Years
—
7.32%
Since Inception
17.53%
13.09%
Fund Age
2 yrs 10 mo
9 yrs 5 mo
AUM
₹1.33 Cr
₹1,137.66 Cr
Alpha – 1 Year
15.71%
0.13%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
15.48%
15.66%
Volatility – 3 Years
—
13.99%
Beta – 1 Year
0.83
0.91
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.66
-0.28
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−10.68%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
99.28%
Median Rolling Year
—
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 67% · M 13% · S 12%
Number of Stocks
7
25
Portfolio P/E
—
36.65
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 · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%