Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
2.10%
6 Months
43.59%
7.76%
1 Year
46.18%
8.69%
3 Years
—
14.17%
5 Years
—
—
Since Inception
25.82%
18.23%
Fund Age
2 yrs 11 mo
3 yrs 4 mo
AUM
₹392.78 Cr
₹10.3 Cr
Alpha – 1 Year
41.46%
3.97%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
26.76%
18.17%
Volatility – 3 Years
20.33%
15.44%
Beta – 1 Year
1.20
1.03
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
1.36
0.32
Sharpe Ratio – 3 Years
1.02
0.69
Worst Rolling Year
—
13.56%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.83%
−19.52%
Recovery Period
254 days
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.40%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
15
Portfolio P/E
44.70
—
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.10% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%