Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Anand Rathi Advisors - Flexicap Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Anand Rathi Advisors - Flexicap Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
0.69%
6 Months
6.05%
5.44%
1 Year
15.36%
8.55%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
13.60%
Fund Age
2 yrs 10 mo
2 yrs 9 mo
AUM
₹1.33 Cr
₹1.41 Cr
Alpha – 1 Year
15.71%
3.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
17.87%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−13.69%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
14
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%
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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%