Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.93%
1.07%
6 Months
43.59%
0.22%
1 Year
46.18%
−0.22%
3 Years
—
10.30%
5 Years
—
7.32%
Since Inception
25.82%
13.09%
Fund Age
2 yrs 11 mo
9 yrs 5 mo
AUM
₹392.78 Cr
₹1,137.66 Cr
Alpha – 1 Year
41.46%
0.13%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
26.76%
15.66%
Volatility – 3 Years
20.33%
13.99%
Beta – 1 Year
1.20
0.91
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
1.36
-0.28
Sharpe Ratio – 3 Years
1.02
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−20.83%
−68.16%
Recovery Period
254 days
122 days
1-Year Rolling Windows Positive
—
99.28%
Median Rolling Year
—
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 67% · M 13% · S 12%
Number of Stocks
21
25
Portfolio P/E
44.70
36.65
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%
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
—
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1% / 0% / 0%