Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Alphaa Focused Small-Cap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
0.26%
6 Months
43.59%
4.25%
1 Year
46.18%
−3.44%
3 Years
—
9.79%
5 Years
—
—
Since Inception
25.82%
10.87%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹392.78 Cr
₹15.27 Cr
Alpha – 1 Year
41.46%
−3.09%
Alpha – 3 Years
—
0.79%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
26.76%
22.93%
Volatility – 3 Years
20.33%
21.19%
Beta – 1 Year
1.20
1.23
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
1.36
-0.28
Sharpe Ratio – 3 Years
1.02
0.30
Worst Rolling Year
—
9.80%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−20.83%
−27.79%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 0% · S 97%
Number of Stocks
21
46
Portfolio P/E
44.70
22.80
Top 5 Holdings
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 15%
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1.5% / 0% / 0%