Portfolio Management Services (PMS)Compare Schemes
Accelt Long Term Equity Fund vs AlphaGrep Multi Factor Quant
Add SchemeGrowth of ₹1 Crore
Accelt Long Term Equity Fund
AlphaGrep Multi Factor Quant
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.32%
0.27%
6 Months
31.05%
−2.30%
1 Year
33.64%
1.68%
3 Years
—
13.91%
5 Years
—
—
Since Inception
18.43%
14.05%
Fund Age
1 yr 11 mo
3 yrs 10 mo
AUM
₹12.55 Cr
₹53.78 Cr
Alpha – 1 Year
28.92%
−3.04%
Alpha – 3 Years
—
1.82%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
20.86%
15.80%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
0.85
0.86
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.25
-0.15
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.78%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−18.40%
Recovery Period
—
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / 0% / 0%