Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
1.56%
6 Months
43.59%
11.47%
1 Year
46.18%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
25.82%
9.99%
Fund Age
2 yrs 11 mo
4 yrs 9 mo
AUM
₹392.78 Cr
₹144.91 Cr
Alpha – 1 Year
41.46%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
26.76%
24.35%
Volatility – 3 Years
20.33%
20.17%
Beta – 1 Year
1.20
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
1.36
0.11
Sharpe Ratio – 3 Years
1.02
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.83%
−31.10%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
L 33% · M 4% · S 58%
Number of Stocks
21
15
Portfolio P/E
44.70
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
2% / 1% / 0%