Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
−2.58%
6 Months
43.59%
1.87%
1 Year
46.18%
8.68%
3 Years
—
16.60%
5 Years
—
15.36%
Since Inception
25.82%
12.51%
Fund Age
2 yrs 11 mo
8 yrs 8 mo
AUM
₹392.78 Cr
₹4.55 Cr
Alpha – 1 Year
41.46%
3.96%
Alpha – 3 Years
—
4.51%
Information Ratio – 3 Years
—
0.64
Volatility – 1 Year
26.76%
15.98%
Volatility – 3 Years
20.33%
15.76%
Beta – 1 Year
1.20
0.87
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
1.36
0.27
Sharpe Ratio – 3 Years
1.02
0.72
Worst Rolling Year
—
1.47%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.83%
−17.84%
Recovery Period
254 days
136 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 68% · M 14% · S 12%
Number of Stocks
21
14
Portfolio P/E
44.70
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
—
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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% / 0% / 0%