Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Angel One -Ionic PIPE Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Angel One -Ionic PIPE 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%
0.31%
6 Months
6.05%
−2.04%
1 Year
15.36%
−0.53%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
0.16%
Fund Age
2 yrs 10 mo
18 mo
AUM
₹1.33 Cr
₹43.74 Cr
Alpha – 1 Year
15.71%
−3.51%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
21.70%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
-0.17
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−18.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 56% · M 10% · S 0%
L 36% · M 15% · S 46%
Number of Stocks
7
19
Portfolio P/E
—
9.63
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%
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
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Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
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