Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
ArthAlpha Machine Learning Equity Quant
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%
2.31%
6 Months
6.05%
5.63%
1 Year
15.36%
10.47%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
6.92%
Fund Age
2 yrs 10 mo
1 yr 10 mo
AUM
₹1.33 Cr
₹64.41 Cr
Alpha – 1 Year
15.71%
5.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
17.22%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.36
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−11.60%
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%
L 33% · M 60% · S 3%
Number of Stocks
7
35
Portfolio P/E
—
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—