Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.07%
6 Months
6.05%
13.63%
1 Year
15.36%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
17.53%
20.07%
Fund Age
2 yrs 10 mo
10 yrs 11 mo
AUM
₹1.33 Cr
₹942.94 Cr
Alpha – 1 Year
15.71%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
15.48%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
0.83
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.66
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−10.68%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 10% · S 0%
L 15% · M 3% · S 82%
Number of Stocks
7
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—