Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.02%
6 Months
6.05%
10.61%
1 Year
15.36%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
17.53%
12.23%
Fund Age
2 yrs 10 mo
7 yrs 7 mo
AUM
₹1.33 Cr
₹1,666.24 Cr
Alpha – 1 Year
15.71%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
15.48%
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
0.83
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.66
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−10.68%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%