Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ckredence-Diversified Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
5.36%
6 Months
6.05%
17.83%
1 Year
15.36%
22.60%
3 Years
—
18.89%
5 Years
—
16.73%
Since Inception
17.53%
18.63%
Fund Age
2 yrs 10 mo
5 yrs 2 mo
AUM
₹1.33 Cr
₹146.97 Cr
Alpha – 1 Year
15.71%
17.88%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
0.75
Volatility – 1 Year
15.48%
20.18%
Volatility – 3 Years
—
16.94%
Beta – 1 Year
0.83
1.05
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.66
0.85
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
15.50%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−10.68%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 20% · M 19% · S 58%
Number of Stocks
7
32
Portfolio P/E
—
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
0.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
2% / 1% / 0%