Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
ASK - Growth
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.48%
6 Months
6.05%
−4.38%
1 Year
15.36%
−4.58%
3 Years
—
4.80%
5 Years
—
3.85%
Since Inception
17.53%
17.02%
Fund Age
2 yrs 10 mo
25 yrs 6 mo
AUM
₹1.33 Cr
₹724.64 Cr
Alpha – 1 Year
15.71%
−7.56%
Alpha – 3 Years
—
−7.08%
Information Ratio – 3 Years
—
-1.30
Volatility – 1 Year
15.48%
16.92%
Volatility – 3 Years
—
16.49%
Beta – 1 Year
0.83
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.66
-0.52
Sharpe Ratio – 3 Years
—
0.04
Worst Rolling Year
—
-12.59%
Value at Worst Rolling Year
—
₹0.87 Cr
Deepest Drawdown
−10.68%
−23.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.35%
Median Rolling Year
—
15.09%
5-Year Rolling Windows Positive
—
98.79%
Market-Cap Mix
L 56% · M 10% · S 0%
L 55% · M 22% · S 19%
Number of Stocks
7
22
Portfolio P/E
—
32.63
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%
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%