Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.04%
6 Months
6.05%
5.19%
1 Year
15.36%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
17.53%
12.62%
Fund Age
2 yrs 10 mo
3 yrs 8 mo
AUM
₹1.33 Cr
₹42.96 Cr
Alpha – 1 Year
15.71%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
15.48%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
0.83
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.66
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−10.68%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%