Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
5.60%
6 Months
6.05%
9.69%
1 Year
15.36%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
17.53%
11.34%
Fund Age
2 yrs 10 mo
5 yrs 5 mo
AUM
₹1.33 Cr
₹190.75 Cr
Alpha – 1 Year
15.71%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
15.48%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
0.83
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.66
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−10.68%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 16% · M 12% · S 39%
Number of Stocks
7
—
Portfolio P/E
—
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%