Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Helios - India Rising PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.02%
6 Months
6.05%
5.63%
1 Year
15.36%
4.60%
3 Years
—
14.51%
5 Years
—
12.90%
Since Inception
17.53%
19.56%
Fund Age
2 yrs 10 mo
6 yrs 4 mo
AUM
₹1.33 Cr
₹1,566.43 Cr
Alpha – 1 Year
15.71%
1.62%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
15.48%
21.65%
Volatility – 3 Years
—
16.64%
Beta – 1 Year
0.83
1.18
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.66
0.06
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
12.32%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−10.68%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 41% · M 24% · S 29%
Number of Stocks
7
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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%