Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.36%
6 Months
6.05%
5.01%
1 Year
15.36%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
17.53%
10.94%
Fund Age
2 yrs 10 mo
6 yrs 11 mo
AUM
₹1.33 Cr
₹122.91 Cr
Alpha – 1 Year
15.71%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
15.48%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
0.83
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.66
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−10.68%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 56% · M 10% · S 0%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%