Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.78%
6 Months
6.05%
15.08%
1 Year
15.36%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
17.53%
23.12%
Fund Age
2 yrs 10 mo
3 yrs 7 mo
AUM
₹1.33 Cr
₹78.91 Cr
Alpha – 1 Year
15.71%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
15.48%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
0.83
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.66
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−10.68%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 15% · M 30% · S 55%
Number of Stocks
7
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%