Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.27%
6 Months
6.05%
−8.15%
1 Year
15.36%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
17.53%
11.07%
Fund Age
2 yrs 10 mo
5 yrs
AUM
₹1.33 Cr
₹121.08 Cr
Alpha – 1 Year
15.71%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
15.48%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
0.83
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.66
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−10.68%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%
2% / 1% / 0%