Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.20%
−0.25%
6 Months
6.05%
3.36%
1 Year
15.36%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
17.53%
10.42%
Fund Age
2 yrs 10 mo
16 yrs 11 mo
AUM
₹1.33 Cr
₹257.93 Cr
Alpha – 1 Year
15.71%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
15.48%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
0.83
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
0.66
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%