Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.91%
6 Months
6.05%
22.17%
1 Year
15.36%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
17.53%
22.14%
Fund Age
2 yrs 10 mo
7 yrs 4 mo
AUM
₹1.33 Cr
₹1,280.4 Cr
Alpha – 1 Year
15.71%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
15.48%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
0.83
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.66
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−10.68%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
S 100%
Number of Stocks
7
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%