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Accelt Long Term Equity Fund vs Ambit Anchor
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Accelt Long Term Equity Fund
Ambit Anchor
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Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
Accelt Long Term Equity Fund
33.6% • vol 20.9%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
11.32%
0.82%
6 Months
31.05%
5.27%
1 Year
33.64%
10.43%
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
12.59%
Fund Age
1 yr 11 mo
1 yr 10 mo
AUM
₹12.55 Cr
₹146.15 Cr
Outerperformance
Alpha – 1 Year
28.92%
5.23%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
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Risk Ratios
Volatility – 1 Year
20.86%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
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Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
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Consistency
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Portfolio
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
Top Sectors
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Fees
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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