Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
−0.91%
6 Months
6.05%
−6.35%
1 Year
15.36%
3.05%
3 Years
—
10.74%
5 Years
—
13.00%
Since Inception
17.53%
14.74%
Fund Age
2 yrs 10 mo
7 yrs 8 mo
AUM
₹1.33 Cr
₹460.92 Cr
Alpha – 1 Year
15.71%
3.40%
Alpha – 3 Years
—
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
15.48%
15.87%
Volatility – 3 Years
—
14.99%
Beta – 1 Year
0.83
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.66
-0.07
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%