Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
3.80%
6 Months
6.05%
7.35%
1 Year
15.36%
9.59%
3 Years
—
7.90%
5 Years
—
12.07%
Since Inception
17.53%
14.25%
Fund Age
2 yrs 10 mo
13 yrs 1 mo
AUM
₹1.33 Cr
₹106.28 Cr
Alpha – 1 Year
15.71%
9.94%
Alpha – 3 Years
—
−1.10%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
15.48%
15.58%
Volatility – 3 Years
—
14.39%
Beta – 1 Year
0.83
0.83
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.66
0.33
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-8.02%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−10.68%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.28%
Median Rolling Year
—
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 39% · M 40% · S 18%
Number of Stocks
7
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%