Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.26%
6 Months
6.05%
18.40%
1 Year
15.36%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
17.53%
14.83%
Fund Age
2 yrs 10 mo
10 yrs
AUM
₹1.33 Cr
₹666.2 Cr
Alpha – 1 Year
15.71%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
15.48%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
0.83
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.66
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−10.68%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 13% · M 17% · S 66%
Number of Stocks
7
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%