Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.23%
6 Months
6.05%
7.97%
1 Year
15.36%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
17.53%
16.41%
Fund Age
2 yrs 10 mo
7 yrs 3 mo
AUM
₹1.33 Cr
₹115.97 Cr
Alpha – 1 Year
15.71%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
15.48%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
0.83
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.66
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−10.68%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
35
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%
—
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%