Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
−1.07%
6 Months
6.05%
4.90%
1 Year
15.36%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
8.35%
Fund Age
2 yrs 10 mo
2 yrs 11 mo
AUM
₹1.33 Cr
₹5.79 Cr
Alpha – 1 Year
15.71%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
0.83
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 23% · M 8% · S 15%
Number of Stocks
7
—
Portfolio P/E
—
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%