Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.11%
6 Months
6.05%
10.76%
1 Year
15.36%
8.14%
3 Years
—
7.76%
5 Years
—
10.03%
Since Inception
17.53%
11.69%
Fund Age
2 yrs 10 mo
6 yrs 8 mo
AUM
₹1.33 Cr
₹87.23 Cr
Alpha – 1 Year
15.71%
8.57%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
0.02
Volatility – 1 Year
15.48%
23.09%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
0.83
1.29
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.66
0.21
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.68%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 19% · M 1% · S 70%
Number of Stocks
7
41
Portfolio P/E
—
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%