PMS · Equity · ETFs
AlphaaMoney Equity+
Fund size₹1 Cr
IRRSince inception17.53%
1Y return15.36%
Fund age2 yrs 10 mo
Fund Manager
Growth of₹Cr
AlphaaMoney Equity+
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| AlphaaMoney Equity+ | 5.46% | 15.36% | 9.14% | — | — | 17.53% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | — | — | 8.33% |
| Excess over benchmark | 12.46% | 15.71% | 10.33% | — | — | 9.20% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.48%
Benchmark approx 14.57%
A standard deviation reflecting historical swings.
Sensitivity
0.83
Beta vs benchmark 1.00 · 17% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.66
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −10.68%, and recovered on 17 Apr 2026.
Max drawdowns
−10.68%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −10.68% | – | 17 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −15.08% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−10.68%
Fell over–
Recovered17 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−15.08%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
7
P/B ratio
7.69
Avg market cap
₹14,969 Cr
Median market cap
₹3,650 Cr
Asset class
Equity
Market cap
Large cap55.75%
Mid cap10.07%
Small cap0.04%
Cash & others34.14%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee0.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 0.75% within 1 year, nil after 2 years. Lock-in: Nil.
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