Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
9.87%
6 Months
6.05%
46.37%
1 Year
15.36%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
17.53%
39.89%
Fund Age
2 yrs 10 mo
20 mo
AUM
₹1.33 Cr
₹147.17 Cr
Alpha – 1 Year
15.71%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.83
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%