Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.70%
6 Months
6.05%
9.08%
1 Year
15.36%
−2.99%
3 Years
—
5.96%
5 Years
—
8.08%
Since Inception
17.53%
15.75%
Fund Age
2 yrs 10 mo
7 yrs 2 mo
AUM
₹1.33 Cr
₹61.93 Cr
Alpha – 1 Year
15.71%
−7.71%
Alpha – 3 Years
—
−6.13%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
15.48%
26.39%
Volatility – 3 Years
—
21.38%
Beta – 1 Year
0.83
1.37
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.66
-0.20
Sharpe Ratio – 3 Years
—
0.18
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−10.68%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 2% · M 12% · S 82%
Number of Stocks
7
24
Portfolio P/E
—
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
0.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%