Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
2.21%
6 Months
6.05%
21.04%
1 Year
15.36%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
17.53%
—
Fund Age
2 yrs 10 mo
6 yrs 4 mo
AUM
₹1.33 Cr
₹364.08 Cr
Alpha – 1 Year
15.71%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
15.48%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.83
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.66
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−10.68%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%