Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.15%
6 Months
6.05%
18.21%
1 Year
15.36%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
17.53%
13.93%
Fund Age
2 yrs 10 mo
11 yrs 4 mo
AUM
₹1.33 Cr
₹13.37 Cr
Alpha – 1 Year
15.71%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
15.48%
18.18%
Volatility – 3 Years
—
17.99%
Beta – 1 Year
0.83
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.66
0.75
Sharpe Ratio – 3 Years
—
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 27% · M 15% · S 55%
Number of Stocks
7
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%