Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ayan-PriceBridge Eternal-Long Life
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
0.45%
6 Months
6.05%
1.58%
1 Year
15.36%
−4.61%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
7.74%
Fund Age
2 yrs 10 mo
2 yrs 7 mo
AUM
₹1.33 Cr
₹33.19 Cr
Alpha – 1 Year
15.71%
−7.59%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
20.19%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
1.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
-0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−19.06%
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 5% · M 31% · S 60%
Number of Stocks
7
50
Portfolio P/E
—
39.07
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%
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—