Compare Schemes

AlphaaMoney Equity+ vs FIRST--Conservative strategy

AlphaaMoney Equity+

FIRST--Conservative strategy

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Growth of ₹1 Crore

AlphaaMoney Equity+

FIRST--Conservative strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

AlphaaMoney Equity+

15.4% • vol 15.5%

FIRST--Conservative strategy

7.9% • vol 1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.20%

0.40%

6 Months

6.05%

3.69%

1 Year

15.36%

7.91%

3 Years

—

5 Years

—

Since Inception

17.53%

8.72%

Fund Age

2 yrs 10 mo

2 yrs 2 mo

AUM

₹1.33 Cr

₹14.07 Cr

Alpha – 1 Year

15.71%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.48%

1.00%

Volatility – 3 Years

—

Beta – 1 Year

0.83

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.66

2.29

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

—

Market-Cap Mix

L 56% · M 10% · S 0%

—

Number of Stocks

—

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%

—

Top Sectors

Others · 31.02%

Financial Services · 20.79%

Fast Moving Consumer Goods · 9.91%

—

Fixed Fee

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0.75% / 0% / 0%

1% / – / –

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