Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.30%
6 Months
6.05%
9.50%
1 Year
15.36%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
17.53%
12.90%
Fund Age
2 yrs 10 mo
19 yrs 8 mo
AUM
₹1.33 Cr
₹295.65 Cr
Alpha – 1 Year
15.71%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
15.48%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.83
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.66
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−10.68%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 56% · M 10% · S 0%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –