Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
−0.03%
6 Months
6.05%
1.95%
1 Year
15.36%
9.19%
3 Years
—
16.93%
5 Years
—
11.74%
Since Inception
17.53%
12.55%
Fund Age
2 yrs 10 mo
7 yrs 3 mo
AUM
₹1.33 Cr
₹17.39 Cr
Alpha – 1 Year
15.71%
9.54%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
15.48%
16.46%
Volatility – 3 Years
—
13.48%
Beta – 1 Year
0.83
0.82
Beta – 3 Years
—
0.74
Sharpe Ratio – 1 Year
0.66
0.29
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
3.01%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−10.68%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 27% · M 18% · S 26%
Number of Stocks
7
53
Portfolio P/E
—
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
2% / 1% / 0%