Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
−2.58%
6 Months
6.05%
1.87%
1 Year
15.36%
8.68%
3 Years
—
16.60%
5 Years
—
15.36%
Since Inception
17.53%
12.51%
Fund Age
2 yrs 10 mo
8 yrs 8 mo
AUM
₹1.33 Cr
₹4.55 Cr
Alpha – 1 Year
15.71%
3.96%
Alpha – 3 Years
—
4.51%
Information Ratio – 3 Years
—
0.64
Volatility – 1 Year
15.48%
15.98%
Volatility – 3 Years
—
15.76%
Beta – 1 Year
0.83
0.87
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.66
0.27
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
1.47%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−10.68%
−17.84%
Recovery Period
Not yet recovered
136 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 68% · M 14% · S 12%
Number of Stocks
7
14
Portfolio P/E
—
31.16
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%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
2% / 0% / 0%