Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Centrum PMS - Micro
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
5.99%
6 Months
6.05%
26.63%
1 Year
15.36%
16.86%
3 Years
—
13.24%
5 Years
—
17.56%
Since Inception
17.53%
16.65%
Fund Age
2 yrs 10 mo
10 yrs 1 mo
AUM
₹1.33 Cr
₹11.38 Cr
Alpha – 1 Year
15.71%
12.14%
Alpha – 3 Years
—
1.15%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
15.48%
29.32%
Volatility – 3 Years
—
24.13%
Beta – 1 Year
0.83
1.44
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.66
0.48
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
-10.45%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−10.68%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
89.77%
Median Rolling Year
—
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
M 1% · S 95%
Number of Stocks
7
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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% / 0% / 0%