Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
1.61%
6 Months
6.05%
4.03%
1 Year
15.36%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
17.53%
16.62%
Fund Age
2 yrs 10 mo
4 yrs
AUM
₹1.33 Cr
₹303 Cr
Alpha – 1 Year
15.71%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
15.48%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
0.83
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.66
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.68%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
—
Portfolio P/E
—
—
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%
—
Fixed Fee
0.75% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
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