Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.73%
6 Months
6.05%
9.02%
1 Year
15.36%
1.62%
3 Years
—
4.68%
5 Years
—
—
Since Inception
17.53%
5.77%
Fund Age
2 yrs 10 mo
4 yrs 7 mo
AUM
₹1.33 Cr
₹13.09 Cr
Alpha – 1 Year
15.71%
−3.10%
Alpha – 3 Years
—
−7.41%
Information Ratio – 3 Years
—
-1.02
Volatility – 1 Year
15.48%
18.69%
Volatility – 3 Years
—
17.05%
Beta – 1 Year
0.83
0.99
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.66
-0.11
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−10.68%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 33% · M 17% · S 45%
Number of Stocks
7
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—