Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.14%
6 Months
6.05%
12.03%
1 Year
15.36%
22.15%
3 Years
—
14.49%
5 Years
—
12.37%
Since Inception
17.53%
12.90%
Fund Age
2 yrs 10 mo
11 yrs 5 mo
AUM
₹1.33 Cr
₹441.87 Cr
Alpha – 1 Year
15.71%
17.43%
Alpha – 3 Years
—
2.40%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
15.48%
19.08%
Volatility – 3 Years
—
17.65%
Beta – 1 Year
0.83
1.04
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.66
0.87
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
-0.27%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−10.68%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
99.03%
Median Rolling Year
—
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 41% · M 34% · S 25%
Number of Stocks
7
29
Portfolio P/E
—
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%