Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
ASK-IVP
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
1.91%
6 Months
43.59%
−1.55%
1 Year
46.18%
2.26%
3 Years
—
3.37%
5 Years
—
4.66%
Since Inception
25.82%
9.07%
Fund Age
2 yrs 11 mo
6 yrs 8 mo
AUM
₹392.78 Cr
₹55.15 Cr
Alpha – 1 Year
41.46%
−0.72%
Alpha – 3 Years
—
−8.51%
Information Ratio – 3 Years
—
-1.16
Volatility – 1 Year
26.76%
17.30%
Volatility – 3 Years
20.33%
16.20%
Beta – 1 Year
1.20
0.96
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
1.36
-0.10
Sharpe Ratio – 3 Years
1.02
-0.05
Worst Rolling Year
—
0.65%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.83%
−23.57%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
99.70%
Median Rolling Year
—
10.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 62% · M 31% · S 6%
Number of Stocks
21
26
Portfolio P/E
44.70
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
—
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%