Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.14%
6 Months
6.05%
7.28%
1 Year
15.36%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
17.53%
11.66%
Fund Age
2 yrs 10 mo
3 yrs 7 mo
AUM
₹1.33 Cr
₹81.86 Cr
Alpha – 1 Year
15.71%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
15.48%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
0.83
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.66
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−10.68%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 11% · M 21% · S 66%
Number of Stocks
7
25
Portfolio P/E
—
24.93
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%
—
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
2% / 1% / 0.5%