Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.08%
6 Months
6.05%
1.74%
1 Year
15.36%
10.49%
3 Years
—
12.80%
5 Years
—
12.91%
Since Inception
17.53%
15.37%
Fund Age
2 yrs 10 mo
7 yrs 7 mo
AUM
₹1.33 Cr
₹15.96 Cr
Alpha – 1 Year
15.71%
10.84%
Alpha – 3 Years
—
3.80%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
15.48%
19.22%
Volatility – 3 Years
—
17.53%
Beta – 1 Year
0.83
1.18
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.66
0.34
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−10.68%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 64% · M 15% · S 21%
Number of Stocks
7
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%