Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Ambit - caliber
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
1.17%
6 Months
43.59%
3.92%
1 Year
46.18%
9.29%
3 Years
—
14.80%
5 Years
—
9.78%
Since Inception
25.82%
14.35%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹392.78 Cr
₹95.56 Cr
Alpha – 1 Year
41.46%
9.72%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.76
Volatility – 1 Year
26.76%
16.82%
Volatility – 3 Years
20.33%
15.81%
Beta – 1 Year
1.20
1.02
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
1.36
0.29
Sharpe Ratio – 3 Years
1.02
0.61
Worst Rolling Year
—
5.26%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−20.83%
−20.60%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 55% · M 33% · S 10%
Number of Stocks
21
59
Portfolio P/E
44.70
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%