Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
Avestha - Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
0.64%
6 Months
43.59%
21.51%
1 Year
46.18%
15.87%
3 Years
—
14.38%
5 Years
—
17.96%
Since Inception
25.82%
16.82%
Fund Age
2 yrs 11 mo
8 yrs 9 mo
AUM
₹392.78 Cr
₹1,503.25 Cr
Alpha – 1 Year
41.46%
11.15%
Alpha – 3 Years
—
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
26.76%
27.51%
Volatility – 3 Years
20.33%
22.70%
Beta – 1 Year
1.20
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
1.36
0.47
Sharpe Ratio – 3 Years
1.02
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−20.83%
−24.39%
Recovery Period
254 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 12% · M 19% · S 67%
Number of Stocks
21
17
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
0% / 0% / 0%