Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
2.85%
6 Months
6.05%
12.32%
1 Year
15.36%
—
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
13.81%
Fund Age
2 yrs 10 mo
8 mo
AUM
₹1.33 Cr
₹279.09 Cr
Alpha – 1 Year
15.71%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 35% · M 34% · S 23%
Number of Stocks
7
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0.5% / 0.5% / 0%