Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
ASK Strategic
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.77%
6 Months
6.05%
−2.32%
1 Year
15.36%
−4.30%
3 Years
—
4.86%
5 Years
—
5.12%
Since Inception
17.53%
13.15%
Fund Age
2 yrs 10 mo
16 yrs 7 mo
AUM
₹1.33 Cr
₹21.07 Cr
Alpha – 1 Year
15.71%
−7.28%
Alpha – 3 Years
—
−7.02%
Information Ratio – 3 Years
—
-1.10
Volatility – 1 Year
15.48%
16.85%
Volatility – 3 Years
—
18.06%
Beta – 1 Year
0.83
0.95
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.66
-0.50
Sharpe Ratio – 3 Years
—
0.05
Worst Rolling Year
—
-4.57%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−10.68%
−24.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.10%
Median Rolling Year
—
13.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 12% · M 53% · S 34%
Number of Stocks
7
34
Portfolio P/E
—
41.34
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%
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—