Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.10%
6 Months
6.05%
7.76%
1 Year
15.36%
8.69%
3 Years
—
14.17%
5 Years
—
—
Since Inception
17.53%
18.23%
Fund Age
2 yrs 10 mo
3 yrs 4 mo
AUM
₹1.33 Cr
₹10.3 Cr
Alpha – 1 Year
15.71%
3.97%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
15.48%
18.17%
Volatility – 3 Years
—
15.44%
Beta – 1 Year
0.83
1.03
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.66
0.32
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
13.56%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.68%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.40%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
15
Portfolio P/E
—
—
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%