Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Citrus -Index plus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
0.83%
6 Months
6.05%
1.03%
1 Year
15.36%
5.08%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
2.08%
Fund Age
2 yrs 10 mo
2 yrs 3 mo
AUM
₹1.33 Cr
₹2.33 Cr
Alpha – 1 Year
15.71%
5.43%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 56% · M 10% · S 0%
L 55% · M 24% · S 14%
Number of Stocks
7
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
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Fixed Fee
0.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
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