Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.22%
6 Months
6.05%
12.93%
1 Year
15.36%
12.12%
3 Years
—
14.97%
5 Years
—
17.00%
Since Inception
17.53%
21.69%
Fund Age
2 yrs 10 mo
6 yrs 5 mo
AUM
₹1.33 Cr
₹192.25 Cr
Alpha – 1 Year
15.71%
8.36%
Alpha – 3 Years
—
4.08%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
15.48%
25.64%
Volatility – 3 Years
—
21.98%
Beta – 1 Year
0.83
1.38
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.66
0.36
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.68%
−24.93%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
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%
1% / 0% / 0%