Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
6.38%
6 Months
6.05%
30.29%
1 Year
15.36%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
17.53%
23.25%
Fund Age
2 yrs 10 mo
3 yrs 1 mo
AUM
₹1.33 Cr
₹185.04 Cr
Alpha – 1 Year
15.71%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
15.48%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
0.83
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.66
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−10.68%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
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%