Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.03%
6 Months
6.05%
6.82%
1 Year
15.36%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
17.53%
15.08%
Fund Age
2 yrs 10 mo
13 yrs 9 mo
AUM
₹1.33 Cr
₹319.05 Cr
Alpha – 1 Year
15.71%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
15.48%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
0.83
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.66
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−20.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 63% · M 12% · S 18%
Number of Stocks
7
49
Portfolio P/E
—
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 0%