Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.20%
2.65%
6 Months
6.05%
21.60%
1 Year
15.36%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
17.53%
9.69%
Fund Age
2 yrs 10 mo
9 yrs 2 mo
AUM
₹1.33 Cr
₹10.09 Cr
Alpha – 1 Year
15.71%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
0.83
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
16.58
Sharpe Ratio – 3 Years
—
16.58
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
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 33% · M 13% · S 49%
Number of Stocks
7
22
Portfolio P/E
—
38.25
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%
—
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%