Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
2.75%
6 Months
6.05%
26.95%
1 Year
15.36%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
17.53%
22.70%
Fund Age
2 yrs 10 mo
8 yrs
AUM
₹1.33 Cr
₹357.26 Cr
Alpha – 1 Year
15.71%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
15.48%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
0.83
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
0.66
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−10.68%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 7% · M 19% · S 59%
Number of Stocks
7
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%